How may we help you?
We help you decide what is important in your financial life now and what you want your finances to provide in the future.
As experienced financial planners we can model your financial future and design a plan to enable you to get there.
En-route we can help you protect yourself and your family and assist with estate and legacy planning. We are also qualified specialists in Long Term Care planning. We serve clients in Derbyshire; Nottinghamshire; Lincolnshire' Yorkshire; Staffordshire and Cheshire.
“I chose Mark extremely carefully after having had a bad experience with a previous Financial Adviser. My trust in Mark has developed over the past four years and I now rely on him to guide me in all my investment and financial decisions. During more volatile (or less favourable?) market conditions, my rebalanced investment portfolio held its value. Over the past 15 months, my portfolio has returned me around 20% – a combination of Mark’s considerable expertise and favourable market conditions. I am delighted that, with his guidance, I am now substantially wealthier than I was with my previous adviser.”
Mrs CS, Derby
Self Employed Professional
A little about us.
We have had over 22 years helping people like you to create a financial future that gives you what you desire. Let us help you too!
We can help you to safeguard your assets; plan for your retirement and ensure that the plans you have are commensurate with your financial objectives.
Consider us your financial engineers!
“I can highly recommend Mark, he has been my financial adviser for many years. Unfortunately my husband died at 45 and thankfully he had always taken Mark's advice on life policies and pensions which left myself and 2 children money to invest in. Weirdly one of the first people I rang after the death of my husband was Mark, I had no idea what to do. Mark was so sensitive to what had happened and scooped me up and sorted everything out. He is so trustworthy and honest and he has helped me invest for myself and my children's future. I can not thank him enough, I can sleep easy and move forward with life knowing my money is safe and working for me.“
Emma Tallentire, Durham
Widow
Mark Tennant of Harvey Spencer Financial planning understands how to design a successful model for the future. He originally worked for engineering clients with faulty equipment who required an efficient high quality service to ensure that their problems were solved and their plant became 'fit for purpose' once more.
Now he enjoys doing the same thing within the financial sector for private and business clients. He challenges himself to provide a bespoke financial service for his clients whether it is with their investment, pension plans or making sure they keep their assets if they have to go into long term care. A keen cycle rider who has completed a ride to Paris on behalf of the Alzheimer's Society following some serious training, he drives himself just as hard for his clients.
He challenges himself to provide a bespoke financial service for his clients whether it is with their investment, pension plans or making sure they keep their assets if they have to go into long term care. A keen cycle rider who has completed a ride to Paris on behalf of the Alzheimer's Society following some serious training, he drives himself just as hard for his clients.
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