Phil always wanted to work in financial advice, and that is exactly what he has done since 2000, initially for banks dealing with mortgages and protection and then for IFAs, joining us from recently acquired PQR London in 2013.
Phil’s main responsibilities here are report writing and liaising with clients, and he gets a lot of pleasure from delivering good service. He also manages our six monthly portfolio rebalance service and is currently studying for his RO1 exam in Financial Planning.
Outside of work Phil is a family man with a lot of pets, including a bearded dragon called Eragon! Phil enjoys DIY and takes big projects in his stride – his is currently extending his garage and converting it into a room for his son! His favourite book is The Chimp Paradox by Prof Steve Peters.
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