Stephen Harvey

Group Managing Director

Stephen has been an independent financial adviser since 1981, providing specialist advice to family businesses, entrepreneurs, private clients and high‑net‑worth individuals.

As Sales and Marketing Director at Pointon York until 1999, he helped launch one of the first SIPPs in 1990 and spent six years as a committee member of the original SIPP providers group, the Association of Pensioneer Trustees (AMPS).

Stephen later joined RSM Tenon, where he spent thirteen years before moving to the Westerby Group in May 2012. He now advises clients across the UK and works closely with third‑party introducers on financial planning, retirement strategies, investment advice and employee benefit arrangements.

As a Director of the Westerby Group, Stephen also plays a key role in overseeing and supporting the strategic growth of the organisation.