Our Financial Consultants / Paraplanners
Harvey Armstrong
Senior Financial Consultant / Chartered Financial Planner
Harvey is a Chartered Financial Planner who joined Lumin in January 2021 after graduating from university. He works with a wide range of clients and specialises in retirement planning, tax and Inheritance Tax planning, financial protection, cashflow modelling, and investment planning. Harvey takes a holistic approach, creating bespoke financial plans that reflect each client’s priorities, lifestyle, and long-term objectives, using regular reviews to ensure plans evolve as circumstances change.
Qualifications
Politics (BA Hons). University of Exeter, Chartered Financial Planner, APFS
Expertise
Insights by Harvey Armstrong
Should I consider Relevant Life Insurance?
Looking for a simple, tax-efficient way to provide life cover for company directors and employees? Relevant Life Insurance (RLI) could be the optimal solution.
The Inheritance Tax (IHT) time bomb: Why waiting could cost your family
The longer you delay planning, the harder it hits. In fact, doing nothing until later in life could cost your beneficiaries hundreds of thousands of pounds.
Is your bank helping or hindering your savings and investments?
UK customers can stay loyal to their main bank for many years – if not decades. But banks aren’t always putting you and your hard-earned money first.
