Thomas Harper

Thomas Harper

Harper Financial Associates

Minimum savings/pensions: Any amount

0330 038 8938
Based in Wakefield
View location
Top Rated 2025
Verified since: November, 2021
4.8 out of 5

120 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 April 2025

    Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Thomas has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Thomas has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Thomas

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 April 2025

    Thomas and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Thomas has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 19 November 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Thomas has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Thomas has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Thomas

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)

At Harper Financial Associates the client is at the heart of everything that we do. I work with individuals, couples and businesses in many areas including Pensions, both pre and post retirement, Investments & Protection such as life policies, income protection and Family Income Benefit. My client base is very diverse, ranging from young professionals just starting their financial planning journey, to more senior clients completing theirs. I believe the key to a great adviser is having a strong level of technical knowledge, passion for the role but more importantly, the ability to listen and the willingness to want to help others achieve their financial goals. I am currently working towards my chartered status through the London Institute of Banking & Finance. My spare time is spent working my German Shorthaired Pointers, keeping fit and active at the gym, following the Formula 1 Grand Prix and being involved in a little motorsport myself. I'm also a fair-weather motorcycle rider.

Offers available through VouchedFor

Contact Thomas through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Thomas's clients

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Clients' level of financial expertise

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Savings

Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

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Adviser Disclaimer

Harper Financial Associates is a trading name of Harper Financial Associates Ltd. which is an appointed representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 976686. Registered office: Athelward Suites East & West, Estate Yard, Nostell, WF4 1AB Registered in England and Wales Number: 12335186