Simon Harvey

Simon is the Group Managing Director and co-founder of bdhSterling. Simon began his career in financial services in 1998 within the corporate pension’s division of a FTSE 100 company. He has spent the last 14 years’ working as a financial planner, both in the UK and Australia, whilst leading the growth of the bdhSterling Group.

Simon is an advocate of goal based financial planning and believes that, through the development of lifetime financial plans, our role at bdhSterling is to bring clarity and certainty to our clients’ financial lives with the overall aim of helping clients to achieve their desired lifestyle.

Simon holds financial planning diplomas in the UK and Australia, is a member of the Personal Finance Society and is a Pension Transfer Specialist.

On the weekends he enjoys spending his time with his partner Kirsty and his young daughter Maddison. He is a keen sports fan with football his favoured game, although participation is restricted to spectating these days.

Title: Group Managing Director

Qualifications: Diploma of Professional Financial Planning

Memberships: Chartered Insurance Institute (CII) Personal Finance Society