Phil Harris Email and Phone Number
Phil Harris work email
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Phil Harris personal email
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.
Coppice
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Managing DirectorCoppice Feb 2024 - PresentHarrogate, England, United KingdomManaging Director of Coppice -
Executive DirectorBrown Shipley May 2021 - Jan 2024Leeds, England, United KingdomExecutive Director at Brown Shipley a Quintet Private Bank -
Client DirectorBrown Shipley Jun 2016 - May 2021Leeds, United KingdomClient Director with Brown Shipley & Co Ltd, a Quintet Private Bank -
DirectorHsbc Private Bank May 2013 - Jun 2016Leeds, United KingdomSenior Private Banker Providing specialist investment and financial planning advice to high net worth clients across the North of England. -
Associate DirectorHsbc Private Bank 2010 - Apr 2013LeedsProviding Advice on Investments, Pensions, Protection, IHT to HSBC Private Bank clients -
Premier Independant Financial AdvisorHsbc 2008 - 2010Harrogate, United KingdomProvided Independant Financial Advice to HSBC Premier clients in the North Yorkshire area -
Senior Financial Planning ManagerHsbc 2006 - 2008Harrogate, United KingdomProvided Financial Advice to HSBC clients on a multi-tied basis. -
Mortgage Manager / Finanical Planning ManagerHsbc 2004 - 2006Harrogate, United KingdomProvided Mortgage, Protection, Pension and Investment advice to HSBC customers. -
Sports Development OfficerLiverpool Hope University 1999 - 2004Liverpool, United KingdomDesigned and implemented: Coach education programme, Schools and Community involvement, Children's activities, International Football Camps, youth offender rehabilitation through sport
Phil Harris Skills
Phil Harris Education Details
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Postgraduate Diploma -
Financial Planning And Business Management -
2:1 (Honours) -
Chartered (Level 6) -
Chartered Fellow (Level 6) -
European Financial Planning AssociationCertified European Financial Planner - Efp -
St. Aidan'S & St. John Fishers Associated Sixth Form3 A Levels -
St. Aidan'S C Of E School, HarrogateA-C
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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Phil Harris
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Phil Harris
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2harris-net.co.uk, targus.com
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