Louis-Rhys Harvey began his professional career in banking, being promoted on his first day from cashier to senior mortgage adviser. Within 9 months he was a bank manager, still holding the record for a big high street name of being the youngest ever appointed, at age 18. It didn’t take long for him to realise the red tape and bureaucracy in banking, hindering truly helping customers and keeping unbiased. It was then Lou decided to go independent, providing fully holistic financial planning to his clients, completely independently, having no bias to any specific organization or institution. Today Lou is an experienced CEO, sales director and company owner with a demonstrated history of working in the financial planning profession. Skilled in business and personal financial planning, mortgage/financing and marketing, banking, sales, and entrepreneurship.
Highly effective and professional Chief Operations Officer with well over 15 years of experience at the highest level within the financial services profession. Excelling diligently at streamlining operations to decrease costs and promote organisational efficiency, without impacting the quality of the service provided.
The almost 15 years’ experience in financial services, my experience covers a broad range from corporate to banking. It was only going fully independent did I realise the true benefit to my clients can I give, as well as having a comprehensive, fully holistic financial planning approach. At Berkeley Square Associates, I have the privilege of working for a company that truly has integrity and morals at the heart of its process, providing a family office service to its clients not because of the commercial reward, but because it’s the right thing to do.
I started my career straight out of university working for a mainstream high street bank, being quickly promoted to Local Business Manager, one of the youngest in the London region at the time. I gained first-hand experience in dealing with clients and businesses of all shapes and sizes. Whilst working in this role and building relationships, I quickly realised I can add more value to my clients and moved into the world of Financial Planning. It was here I found that working for large corporate banks and institutions came with major red tape and thus restricted me in truly advising clients in all aspects of their finances. I therefore decided to go independent and provide fully holistic financial planning, having no bias to any particular organisation or institution, and truly working in the client’s best interest.
Almost 20 years ago I started my career as a Financial Planning Assistant within a small IFA and Insurance Brokers firm. During my role I gained years of invaluable experience with exposure to multiple facets of the Financial Planning business, specifically Pension and Investments.
I then decided to gain further exposure to the investments business by working for several top tier investment banks based in the City.
Returning to my first love, providing fully independent holistic Financial Planning advice on a comprehensive range of Financial Services, is where I genuinely belong. No place would I rather be working than for Berkeley Square Associates, where ethics and integrity are held above all else, truly putting our clients at the centre of how we work.
Para Planner to the Associates
Alex is very diligent and tenacious. Supporting our adviser team, Alex professionally conducts comprehensively deep, thorough research, resulting in exceptionally high standard reports for our clients.