Phil Harper

Phil Harper

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

Andy Robinson

Andy Robinson

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!

Office
Penn Barn

Telephone
01494 817151

Mobile
07435 288438

Email
andy@fmifa.com

Member of the Personal Finance Society

Complaints Policy   |  Cookie Policy   |   Privacy Statement

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

Matthew Wright

Matthew Wright

Matthew Wright DipPFS

Financial Planner

Work History
Matt has over 30 years’ experience in financial services. Matt initially spent 14 years with Natwest bank where he specialised in financial planning, before becoming an independent financial adviser for both corporate and private clients.

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.

Office
Tylers Corner

Telephone
01494 819825

Mobile
07765 867648

Email
matt@fmifa.com

Member of the Personal Finance Society

Complaints Policy   |  Cookie Policy   |   Privacy Statement

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

Elliot Clark

Elliot Clark

Elliot Clark DipPFS

Financial Planner

Work History
Elliot joined Financial Management in 2017 having spent a number of years working with HSBC and AXA Investment Managers.

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.

Office
Tylers Corner

Telephone
01494 819828

Mobile
07864 818735

Email
elliot@fmifa.com

Accreditations
Member of the Personal Finance Society

Complaints Policy   |  Cookie Policy   |   Privacy Statement

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

Paul Wakefield

Paul Wakefield

Paul Wakefield FPC, Cemap

Mortgage Adviser

Work History
Paul spent 20 years with Barclays advising clients as a Barclay’s Premier Banking Manager involving full Financial Planning. Since 2003, Paul has specialised in all aspects of mortgage advice, both Residential and Buy-to-Let and related Protection advice.

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.

Office
Penn Barn

Telephone
01494 817151

Mobile
07950 553190

Email
paul@mmprofessionals.co.uk

Accreditations
Associate of the Chartered Institute of Bankers

Complaints Policy   |  Cookie Policy   |   Privacy Statement

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