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Iain Harper is listed as Helping people make the best financial choices. at Carbon Financial Partners Ltd, a company with 31 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a work email signal at markit.com and a matched LinkedIn profile for Iain Harper.
Iain Harper previously worked as Chartered Financial Planner at Carbon Financial Partners Ltd and Associate Director at Carbon Financial Partners Ltd. Iain Harper holds Ma (Hons), Business Studies & Economics from The University Of Edinburgh.
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I have spent most of my career with Carbon Financial Partners, one of the UK’s leading financial planning firms.I believe in ‘big picture’ financial planning, combined with a rule-based investment approach. I advise clients on a wide range of matters, with particular interest and experience with:- Passing wealth on to the next generation- Business owners planning for the future - Helping time-poor senior executives - Helping lifetime savers enjoy their wealth- Trusts- Office of Public Guardian and Power of Attorney- Estate and Inheritance tax planningAppreciating both the financial and emotional side of things, I take time to aid families through discussions to ensure 1) decisions are not rushed and 2) the best outcome is reached. I am one of the select few planners in the UK who are Chartered, a Fellow of the Personal Finance Society and meet the standard expected for the internationally recognised Certified Financial Planner status. I can also advise on Defined Benefit pension transfers, one of the most complex areas of advice.Outside of work I enjoy watching rugby, playing golf, gardening and walking my working cocker spaniel in the hills around Scotland. For rugby, I played fullback for Murrayfield Wanderers 1st XV and represented the Co-optimists. I am a member of The Royal Burgess Golfing Society in Edinburgh with a handicap of 11.
Listed skills include Econometrics, Stata, Microsoft Excel, Teamwork, and 7 others.
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Edinburgh, United Kingdom
Fellow of the Personal Finance Society (PFS)Chartered Financial PlannerCISI Diploma in Financial PlanningCII Certificate in Discretionary Investment ManagementCII Award in Long Term Care Insurance
Scotland
I provide ongoing mentoring to individuals through the Prince's Trust Enterprise Programme to help launch their business. This is a voluntary role and I aim to help mentees by challenging their thinking, questioning and sharing past experiences that may be relevant and helpful to them.
Edinburgh
I provide ongoing coaching to individuals who have been awarded money from the Merchant Company's Enterprise Fund to help launch their business idea. This is a voluntary role and I aim to help mentees by challenging their thinking, questioning and sharing past experiences that may be relevant and helpful to them.
Other employees you can reach at carbonfinancial.co.uk. View company contacts for 31 employees →
Stephanie Chalmers
Colleague at Carbon Financial Partners Ltd
Edinburgh, Scotland, United Kingdom, United Kingdom
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Shireen Fernie
Colleague at Carbon Financial Partners Ltd
Edinburgh, Scotland, United Kingdom, United Kingdom
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GS
George Sampson
Colleague at Carbon Financial Partners Ltd
Edinburgh, Scotland, United Kingdom, United Kingdom
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JC
John Crerar
Colleague at Carbon Financial Partners Ltd
Greater Edinburgh Area, United Kingdom
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PM
Polly Milne
Colleague at Carbon Financial Partners Ltd
Edinburgh, Scotland, United Kingdom, United Kingdom
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ZM
Zoë Malpas
Colleague at Carbon Financial Partners Ltd
Perth And Kinross, Scotland, United Kingdom, United Kingdom
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SS
Suzanne Smith
Colleague at Carbon Financial Partners Ltd
Falkirk, Scotland, United Kingdom, United Kingdom
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JB
John Bell
Colleague at Carbon Financial Partners Ltd
Edinburgh, Scotland, United Kingdom, United Kingdom
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GM
Graeme Morrison
Colleague at Carbon Financial Partners Ltd
Greater Edinburgh Area, United Kingdom
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MC
Mark Christie
Colleague at Carbon Financial Partners Ltd
Perth, Scotland, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Iain Harper works for Carbon Financial Partners Ltd.
Iain Harper is listed as Helping people make the best financial choices. at Carbon Financial Partners Ltd.
AeroLeads has found 1 work email signal at @markit.com for Iain Harper at Carbon Financial Partners Ltd.
Iain Harper is based in Edinburgh, Scotland, United Kingdom while working with Carbon Financial Partners Ltd.
Iain Harper has worked for Carbon Financial Partners Ltd, The King'S Trust, The Royal Company Of Merchants Of The City Of Edinburgh, and Fnz.
Iain Harper's colleagues at Carbon Financial Partners Ltd include Stephanie Chalmers, Shireen Fernie, George Sampson, John Crerar, and Polly Milne.
You can use AeroLeads to view verified contact signals for Iain Harper at Carbon Financial Partners Ltd, including work email, phone, and LinkedIn data when available.
Iain Harper holds Ma (Hons), Business Studies & Economics from The University Of Edinburgh.
Iain Harper is listed with skills including Econometrics, Stata, Microsoft Excel, Teamwork, Data Analysis, Time Management, Economics, and Financial Analysis.
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