With over 20 years' experience in the financial services industry, Phil specialises in working with individuals, corporate clients and trustees. Phil demonstrates expertise in a range of financial planning, pension and employee benefits matters. He has experience with both defined contribution and defined benefit pension schemes.
- Diploma in Financial Planning
- Individual Financial Advice
- Large Businesses, SMEs, Professional Practices and Trustees
- Auto-enrolment Solutions
- Advice to Pension Plan Trustees and Members
- Group Presentations, Workshops and Seminars
- Group Risk Schemes
Phil enjoys spending time with his family, music, keeping active with outdoor pursuits and supporting his local football team.