operations director and chartered financial planner
T: 01420 83517
Phil oversees the recommendation documents that we produce for clients and is responsible for monitoring all of our activities to ensure continued compliance with industry regulations.
Phil joined us in 2010 and has 17 years experience in the industry.
He began his career within the pension administration department at Old Mutual then joined Origen (formerly Aon Consulting) and moved into the independent financial advice arena. With roles including administration, technical and advisory, and specialising in pensions, he went on to hold advisory positions with two start-up firms.
Chartered Financial Planner, Fellow of the Personal Finance Society