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Coppice Wealth
Coppice Wealth began in 2023 when Phil Harris converted his existing financial planning business into a multi-family office structure. The firm focuses on...
Coppice Wealth
Coppice Wealth began in 2023 when Phil Harris converted his existing financial planning business into a multi-family office structure. The firm focuses on Yorkshire and wider UK entrepreneurial families seeking unified management of investments, estates and intergenerational planning. Investment activity spans private equity, private credit, real estate, fund-of-funds commitments and direct co-investments or SPVs. Confirmed sector exposure includes PropTech, InsurTech and luxury assets. The firm also allocates to collectibles and passion assets as well as philanthropic or mission-related investments. Geographic reach centers on Europe with an emphasis on UK opportunities. Phil Harris serves as Managing Director. He holds multiple professional fellowships and maintains roles as Non-Executive Chair of Connect Yorkshire and Chair of Leeds & District Basketball Leagues. No additional offices or headcount figures are disclosed. No operational events from the last 24 months appear in available records. The firm maintains a hybrid architecture that retains regulated advisory permissions while operating family-office services. This structure allows continued direct client advice alongside consolidated family mandates without requiring external fund vehicles.
General information
Firm type
Multi Family Office
Year founded
2023
Location
Region
Europe
Country
United Kingdom
City
Harrogate
Corporate office
2 Grove Park Court, Harrogate, HG1 4DP, United Kingdom
Principals
Phil Harris
Managing Director and Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Coppice Wealth?
Phil Harris serves as Managing Director and Co-Founder and leads investment oversight. He holds chartered designations in wealth management and financial planning.
How does Coppice Wealth source proprietary deal flow?
Phil Harris participates in Yorkshire angel networks and chairs masterclasses for Connect Yorkshire. These activities generate direct co-investment opportunities alongside the firm's advisory client base.
Is Coppice Wealth structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office that evolved from a regulated financial planning practice. The firm accepts multiple client families rather than serving one lineage exclusively.
Does Coppice Wealth participate in fund commitments or only direct deals?
The firm deploys across fund-of-funds, direct co-investments or SPVs, private equity and private credit. Both fund commitments and direct positions appear in its stated activity.
Where does the underlying wealth come from?
The firm serves entrepreneurial families in Yorkshire and the wider UK. No single wealth origin or founding family is publicly identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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