Vicki Harper
Financial planning
Areas of expertise
Vicki is an experienced financial planner who predominantly works with professionals, business owners, high-net worth families and divorcing clients. She is passionate about helping clients achieve their lifetime and legacy goals with a realistic financial plan that is regularly updated to ensure they can successfully navigate key life events such as business sale, retirement and divorce.
Experience
Vicki is an Associate Director in the Financial Planning team. She has worked in professional services since 2012, previously working as Client Service Director for an accountancy firm before moving into providing holistic personal financial planning advice. Vicki has worked at Evelyn Partners since July 2023.
Notable client work and achievements
Lifetime cashflow modelling is typically a cornerstone of Vicki's advice to help clients feel confident their planning is on track, and to inform key financial decisions in their lives. Vicki likes to educate her clients and empower them to feel confident about their finances, be that as new investors or as busy clients that want to understand their options without unnecessary jargon.
Professional qualifications and memberships
- Chartered FSCI
- Chartered Wealth Manager
- Certified Financial Planner Level 7 Qualification
- STEP Certificate for Financial Services –Trusts and Estate Planning
- Level 6 Pension Transfers & Planning Advice
- Vulnerable Customers Professional Assessment Certificate
- (CF8) Long term care insurance