Phil provides advice on a wide range of areas including pension and investment planning. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society, an accreditation held by fewer than 5% of registered financial advisers.
Phil started his career in retail banking in the late 1970’s. He progressed to holding managerial positions with a major Building Society before moving to Preston to take up a role with Royal & Sun Alliance in 1984.His career progressed with a local financial advisory firm where Phil enjoyed over 20 years working principally in the field of self-administered pension arrangements and corporate and individual investment portfolio management.
Outside interests include travel, sport (and in particular Rugby Union being a Debenture holder at the Millennium Stadium), martial arts and music. Phil is married with one daughter, two step-children and three grand-children.
