Robert Harper

Background

About Robert Harper

Thank you for visiting my profile. Based in the City, I am a Partner of CMG and a fully qualified Financial Adviser, who enjoys building trusted relationships with clients in order to fully understand and meet their holistic financial planning requirements. In my experience, a person’s financial planning needs are driven not only by those things in life that are important today but also, by the goals and aspirations that person has for the future. My commitment to working with clients to address today’s needs and through appropriate planning, to realise their goals is key to the professional services I provide. My clients are mostly referred to me from existing clients, who feel they have benefited from my advice and include professionals, small business owners, self-employed consultants and contractors and city-based Executives and Partners from many industries. My areas of expertise include: • Lifestyle / Family Protection Planning and Mortgages • Expert Relationships with Mortgage Lenders • Tax-efficient Investment Planning • Estate Planning and Trusts Away from the office, I love skiing, tennis, Chelsea, Wales, karaoke, reading, writing songs and playing guitar at open mics. I’m often at the Oval during summer. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. YOUR HOME/PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. CMG Advisers LLP is an Appointed Representative of the Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority. Approved by the Openwork Partnership on 03/09/2025.