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Matthew Coppin
Co-Founder,
Harmonic Financial Planning
Matt has worked in the financial services industry for most of his career with a specialism in offering clients solutions in line with their personal values. He has been frustrated by the lack of tools available to provide adequate services to these clients and also the lack of clear information available in assessing the validity of an offering.
Matt’s personal objective is to enable more people to get access to this type of strategy and where possible to enhance the market by improving accessibility to quality information. His view is there will be a positive impact on society and the environment by being more considerate about investing and understanding the mechanics of change.
Sessions
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24-Jun-2025Wealth & Investment Management HubWill the FCA’s new Sustainability Disclosure Requirements (SDR) deliver?