Phil Harris

Phil Harris Email and Phone Number

Managing Director of Coppice | Chair of Leeds & District Basketball League | Director of the Year 2021 @ Coppice
Phil Harris's Location
Leeds, England, United Kingdom, United Kingdom
Phil Harris's Contact Details

Phil Harris personal email

n/a
About Phil Harris

Spending time with my growing family provides me with the most enjoyment; however, I am also heavily involved with the local community, winning awards such as Volunteer of the Year (2020). I am the Chair for the Leeds & District Basketball Leagues and 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 I have 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.I hold degrees in Finance, Business, Psychology and Sport. I'm a Chartered Wealth Manager, a Chartered Financial Planner and a Fellow by examination of the Personal Finance Society, Chartered Insurance Institute and Chartered Institute of Securities & Investments.I have received numerous industry awards and recognition during my career. These include being shortlisted as Young Private Banker of the Year (Spears 2013), Next Gen of Global Leaders, (HSBC 2013), Industry Rising Star (Spears 2014), Top 100 UK Leaders (HSBC 2015), Top Regulated Supervisor (HSBC Private Bank 2015), Director of the Year (Yorkshire Financial Awards 2019&2020, Winning in 2021), Diversity and Inclusion Leader of the Year and Leeds City Region Leader of the Year (Northern Leadership Awards 2023), Private Banker / Investment Manager of the Year (Citywealth Magic Circle 2024), Mentor of the Year and Finance Leader of the Year (Yorkshire Leadership Awards 2024)I advise a small number of very high value clients and their wider family. I support them with the challenges they face in fulfilling their hopes, dreams and aspirations.

Phil Harris's Current Company Details
Coppice

Coppice

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Managing Director of Coppice | Chair of Leeds & District Basketball League | Director of the Year 2021
Phil Harris Work Experience Details
  • Coppice
    Managing Director
    Coppice Feb 2024 - Present
    Harrogate, England, United Kingdom
    Managing Director of Coppice
  • Brown Shipley
    Executive Director
    Brown Shipley May 2021 - Jan 2024
    Leeds, England, United Kingdom
    Executive Director at Brown Shipley a Quintet Private Bank
  • Brown Shipley
    Client Director
    Brown Shipley Jun 2016 - May 2021
    Leeds, United Kingdom
    Client Director with Brown Shipley & Co Ltd, a Quintet Private Bank
  • Hsbc Private Bank
    Director
    Hsbc Private Bank May 2013 - Jun 2016
    Leeds, United Kingdom
    Senior Private Banker Providing specialist investment and financial planning advice to high net worth clients across the North of England.
  • Hsbc Private Bank
    Associate Director
    Hsbc Private Bank 2010 - Apr 2013
    Leeds
    Providing Advice on Investments, Pensions, Protection, IHT to HSBC Private Bank clients
  • Hsbc
    Premier Independant Financial Advisor
    Hsbc 2008 - 2010
    Harrogate, United Kingdom
    Provided Independant Financial Advice to HSBC Premier clients in the North Yorkshire area
  • Hsbc
    Senior Financial Planning Manager
    Hsbc 2006 - 2008
    Harrogate, United Kingdom
    Provided Financial Advice to HSBC clients on a multi-tied basis.
  • Hsbc
    Mortgage Manager / Finanical Planning Manager
    Hsbc 2004 - 2006
    Harrogate, United Kingdom
    Provided Mortgage, Protection, Pension and Investment advice to HSBC customers.
  • Liverpool Hope University
    Sports Development Officer
    Liverpool Hope University 1999 - 2004
    Liverpool, United Kingdom
    Designed and implemented: Coach education programme, Schools and Community involvement, Children's activities, International Football Camps, youth offender rehabilitation through sport

Phil Harris Skills

Wealth Management Financial Advisory Investments Pensions Financial Services Portfolio Management Strategic Financial Planning Private Banking Retirement Relationship Management Financial Planning Inheritance Tax Planning High Net Worth Individuals Wealth Management Services Wealth Holistic Financial Planning Estate Planning Finance Investment Advisory Asset Allocation Mortgage Lending Alternative Investments Protection Planning/family Security Hedge Funds Investment Strategies Banking Trusts Protection Retirement Planning Risk Management Management Income Protection Retail Banking Structured Products Asset Management Credit Leadership Chartered Financial Planner Business Relationship Management Public Speaking Pension Funds

Phil Harris Education Details

Frequently Asked Questions about Phil Harris

What company does Phil Harris work for?

Phil Harris works for Coppice

What is Phil Harris's role at the current company?

Phil Harris's current role is Managing Director of Coppice | Chair of Leeds & District Basketball League | Director of the Year 2021.

What is Phil Harris's email address?

Phil Harris's email address is ph****@****cpb.com

What schools did Phil Harris attend?

Phil Harris attended University Of Liverpool, The Manchester Metropolitan University, University Of Liverpool, Chartered Institute For Securities And Investment, Chartered Insurance Institute, European Financial Planning Association, The London Institute Of Banking & Finance, The London Institute Of Banking & Finance, St. Aidan's & St. John Fishers Associated Sixth Form, St. Aidan's C Of E School, Harrogate.

What are some of Phil Harris's interests?

Phil Harris has interest in Poverty Alleviation, Children, Education.

What skills is Phil Harris known for?

Phil Harris has skills like Wealth Management, Financial Advisory, Investments, Pensions, Financial Services, Portfolio Management, Strategic Financial Planning, Private Banking, Retirement, Relationship Management, Financial Planning, Inheritance Tax Planning.

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