Episode 12: David Harvey

David Harvey, Founder & Co-head at Seccl

David Harvey, Founder & Co-head at Seccl

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and David dive into the nitty gritty of:

  • David’s career and the journey that led him to launch Seccl

  • Insight into Seccl – what it does and the third parties (APIs) it is connected with

  • David’s thoughts on the state of adviser tech today and how ‘Adviser Platforms’ often don’t provide the technology advisers need

  • David sold Seccl to Octopus for £10m, he explains the impact of this and his attitude to money

  • The cost-structure at Seccl: How the costs stack up, whether advisers are adding margins to their costs and whether the model allows for flat fee pricing

  • David’s thoughts on the state of the adviser platform industry today

  • David’s personal approach to retirement and his plans for the future

Guest profile

David founded Seccl alongside Hugo Thorman in 2017. He has an extensive knowledge of stockbroking, trading, settlement and custody administration systems.

David’s experience with existing software models, which are typically between 15 and 30 years old, led him to the creation of Seccl. He believed he could dramatically improve upon current solutions through innovative architecture, APIs and serverless technology.

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Episode 13: Rowena Crawford

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Episode 11: BIG NEWS - Special episode