Chartered Institute for Securities & Investment
Phil is responsible for a range of wealthy families and entrepreneurs. He is familiar with the challenges they face in fulfilling their hopes, dreams and aspirations. Phil has worked in financial services industry since 2004 and is a Chartered Wealth Manager, Financial Planner and a Fellow by examination of the PFS, CII & CISI. He was shortlisted as Young Private Banker of the Year in 2013 and was also highlighted as an industry Rising Star.