Coppice Wealth
Harrogate independent financial planning and family office business (Coppice Wealth and Coppice Family Office), led by Phil Harris; appointed representative of Oculus Wealth Management.
Identity
- HEADQUARTERS
- Harrogate, United Kingdom
- FOUNDED
- 2023
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Coppice Wealth is a trading style of Oculus Wealth Management (Coppice) Ltd, incorporated in 2023 and based in Harrogate, Yorkshire; it is an appointed representative of FCA-authorised Oculus Wealth Management Ltd. Coppice Wealth gives regulated independent financial advice on investments, retirement, protection and intergenerational planning. Coppice Family Office manages investments and other assets such as estates, properties, yachts and aircraft for families, and covers governance, philanthropy and staff. The business is led by Managing Director Phil Harris.
People
- Phil HarrisManaging Director · source