Independent Financial Adviser / Pensions Director
- Chartered Insurance Institute (CII) Diploma in Financial Planning (Dip PFS)
- Chartered Insurance Institute (CII) Advanced Diploma for Pension Planning
- Merit Award CII K10 Retirement Options 2005
- Member of the Personal Finance Society
Phil is an independent financial adviser and leads the pension’s team. Phil is responsible for the financial planning advice to our private and corporate clients.
Supported by the Estate Capital team, Phil provides well researched and personally relevant guidance across the whole area of wealth management, investment advice, retirement and estate planning.
Phil is a specialist in the area of occupational pension scheme transfers and pension scheme drawdown.
Phil joined the Estate Capital team in 2015 taking up the position of Pensions Director. Prior to his current role he worked for major national insurance companies for twenty eight years. Most of his career has been spent advising advisers on the most suitable options for pension provision. It is his knowledge and experience of the pensions and insurance market that helps us deliver a first class service to our private and corporate clients.
Phil leads our corporate pensions team that help employers fulfil their auto-enrolment duties. Phil is also responsible to support HR and finance managers with group pension scheme joiners and leavers as well as scheme members with transfers and retirement benefits.
Phil is responsible for our updates on pension legislation and taxation and contributes to our blog page.
Phil is currently studying towards the Chartered Insurance Institute (CII) Advanced Diploma in Investment Planning which he expects to complete this year.