We are a regulated independent financial planning and family office business, based in the stunning spa town of Harrogate, nestled in the heart of the beautiful Yorkshire dales. Although many of our clients have family roots embedded in Yorkshire, we work with families and individuals far and wide.
Our Services
Coppice Wealth
Coppice Wealth provides clients with regulated independent financial advice.
Coppice Family Office
Coppice Family Office provides families with independent consultancy services
Our business is led by Managing Director, Phil Harris.
Introduction to Phil
Spending time with his family provides Phil with the most enjoyment; however, he is also heavily involved with the local community, winning awards such as Volunteer of the Year (2020). Currently Chair for the Leeds & District Basketball Leagues, Phil has previously held a variety of other voluntary positions including Non-Executive Director of a Yorkshire education trust.
As an active participant in various business catalyst and angel investor networks he has established a strong presence within the Yorkshire Entrepreneur market. This includes regularly chairing masterclasses for Connect Yorkshire, a not-for-profit organisation to help Yorkshire businesses grow.
Phil holds degrees in Finance, Business, Psychology and Sport.
I have worked with Phil for a number of years in connection with my professional trusteeships. I have always found Phil to be extremely professional, responsive whilst also having a good understanding of the family's needs and requirements on a more personal level. His ability to create strong relationships mean that he has become a trusted and outstanding professional advisor that I would always be happy to work alongside.
Coppice Wealth
Coppice Family Office