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 and has been an adviser at the firm since 2021.
Phil’s main responsibilities here are liaising with clients for annual reviews, cashflow planning and answering any queries or concerns they may have. He gets a lot of pleasure from knowing his clients and delivering a high level of service to each one.
Outside of work Phil keeps fit with 5 a side football and in the gym doing weight training. He also likes to travel and spend time with his son. Some of his favourite books are The Chimp Paradox by Prof Steve Peters and Ultra Processed People by Chris van Tulleken.
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