Phil Wilson-Smith
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 PQR London in 2013.
Phil’s main responsibilities here are managing our bi-annual portfolio rebalance service, report writing and liaising with clients. He gets a lot of pleasure from delivering good service and has worked towards becoming a financial adviser stepping up from his original paraplanning role.
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 – such as extending his garage and converting it into a room for his son! His favourite book is The Chimp Paradox by Prof Steve Peters.
Back to Team