Philip Harper DipFA

Financial Planner

Work History
Philip has been in the financial services industry all his working life. Originally working in London, before moving to Berkshire to head the financial service division for an accountancy firm. This breadth of experience was invaluable when Philip went on to found Financial Management in 1991.

What do you like best about your job?
Philip values spending time with his clients, understanding their individual needs and helping them develop a tailored long-term investment plan.

Interests outside of work?
Outside the office, Phil enjoys golf, tennis, skiing, woodwork and cookery.

Office
Penn Barn

Telephone
01494 817151

Mobile
07971 989834

Email
phil@fmifa.com

Accreditations
The London Institute of Banking & Finance

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financial management is a trading title of Philip Harper LLP, which is authorised and regulated by The Financial Conduct Authority. Registration No.485423

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.