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Philip Wynn

Qualified Adviser

Chartered Institute for Securities & Investment

Client Director


Joining in 2015, Philip provides a full range of investment and wealth management services to our clients. He has over 25 years’ experience, working at Lloyds Private Banking for the last 15 years, with the last 10 of those as Senior Private Banking Manager looking after high net worth clients. Philip has a CISI and CII at diploma and advanced diploma level.

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