Phil provides holistic advice on a wide range of matters including retirement, investment, estate and protection planning, and associated tax concerns.
Within the team, specialist planning areas include advising high net worth individuals, trusts, corporate entities, healthcare and medical professionals, vulnerable clients, and those wishing to consider long term care or equity release.
His career in financial services began in 2014, when he first joined the firm. He then went on to qualify as a Chartered Financial Planner with the Personal Finance Society in 2019. Through client facing, technical and investment oversight roles, Phil has developed a diverse set of skills in all the areas that make a good financial planner.
Outside of work, you can typically find Phil playing a game of cricket at his local club.
