Investment Director, Chartered Wealth Manager and Chartered Financial Planner
With more than 30 years of experience in financial services, Phil specialises in advising high net worth private clients. His areas of particular expertise are investment and wealth management, retirement, and trust and estate planning.
Phil is a Chartered fellow of the Chartered Institute for Securities & Investment and also a Chartered financial planner and member of the Personal Finance Society. Being highly qualified as well as experienced allows clients to feel confident when taking advice from Phil on their wealth management and financial planning needs.