Philip Harper DipFA

Financial Planner

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.

Andy Robinson Dip PFS

Financial Planner

Work History
Andy’s career in financial services started in 1984. Since then he has worked for 2 specialist UK pension and investment providers helping financial advisers to structure great solutions for their clients. Amongst the senior management positions held during this time, Andy was Strategic Development Director at Aegon before joining Financial Management in 2017.

What do you like best about your job
Andy enjoys delivering an advice service that’s fully focused on his clients circumstances, hopes and aspirations. This approach sets the foundations for a strong financial plan helping his clients build a better financial future and look after those they are closest to. Andy believes this role in a client’s financial journey is a professional privilege.

Interests outside of work
Andy enjoys playing golf, live sport, live music and spending time with family and friends. Looking forward he also plans to see a bit more of the world…. in between more exercise here and there!

Matthew Wright DipPFS

Financial Planner

What do you like best about your job?
Matt has a genuine interest in people and enjoys the client contact with both new and long-standing clients. Matt is a passionate believer that everyone should benefit from expert financial advice; and he enjoys helping clients achieve their financial goals and maximising their tax efficiency, wherever possible.

Interests outside of work?
Matt is a lifelong Chelsea fan, enjoys the occasional game of golf and is an armchair fan of virtually any sport. He enjoys fine dining and foreign travel, including his annual ski trip with his two children.

Elliot Clark DipPFS

Financial Planner

What do you like best about your job?
Meeting so many different people and hearing about their unique backgrounds and motivations. With this understanding comes an opportunity to make a difference – by helping to preserve and protect things that matter most to clients.

Interests outside of work?
Elliot has suffered for many years as a Crystal Palace and Harlequins supporter. He coaches youth football, plays the odd round of golf and enjoys days out with the family.

Paul Wakefield FPC, Cemap

Mortgage Adviser

What do you like best about your job?
Paul specialises in helping clients find the right solution through advice and recommendation, so his clients are in the best position to buy their new home or re-mortgage their existing one.

Interests / hobbies outside of work?
Outside of the office, Paul is a keen follower of many sports. Paul’s a huge Tottenham fan and enjoys playing badminton and tennis.