Philip has over 30 years experience in a wide range of roles within the financial services sector.

He has an ever-expanding array of qualifications with the most recent being in Financial Planning Practices. Philip continues to develop his professional competence through further study as he feels it is a very important aspect of the job in light of continued changes in the advice spectrum.

Currently Philip partakes in voluntary tandem cycling with visually impaired cyclists. He is also a keen fitness enthusiast and often competes in triathlons. Philip believes that these attributes have helped with the development of his professional approach when assisting clients to achieve their financial goals.

Philip enjoys providing financial solutions and ensures he keeps in contact with his clients by providing regular updates in line with their objectives and goals and also if situations arise that require financial advice.

Philip’s Key Skills: