Phil has been in the financial services sector since 1987 with the first 10 years in Retail Banking and then an Independent Financial Adviser (IFA) since 1997.
Phil deals with all aspects of financial planning but focuses mainly on tax efficient investments on behalf of clients including Individual Savings Accounts (ISAs), Offshore Bonds, Trusts and Pensions. Phil is keen to help families structure their financial affairs to maximise returns and tax efficiency as the funds pass between generations.
With many years of experience, Phil has a strong belief that clients come first and maintaining an open & honest client relationship is key to success and that of achieving clients goals.
Phil lives with his wife in Middle Wallop and has a passion for farming and country life in general.
