Location: Philip lives near Guildford in Surrey and works with clients in London and the home counties.
He has been with Informed Choice since its formation in 1994 and is proud of his long term relationship with a leading firm of Chartered Financial Planners.
After graduating from the Polytechnic of Central London and completing his degree in Economics and Higher Diploma in Business Studies, Philip joined Legal & General as a Company Representative in 1988. He made the move to become an Independent Financial Planner when he joined Informed Choice in 1994.
Philip holds the Advanced Diploma in Financial Planning and is a Chartered Financial Planner.
He is a member of the Chartered Insurance Institute (CII) and holds a Statement of Professional Standing. Philip holds advanced qualifications in Pensions, Investments, and Personal Taxation and Trusts.
A personalised service is provided to clients, many of whom have been receiving advice for more than 20 years. This long term commitment helps individuals gain an insight into their financial future and build reassurance.
Key financial planning areas are:
-Assessment of family and business circumstances to help individuals understand their arrangements and to formulate a strategic action plan to achieve agreed objectives.
-Working with individuals to help them invest wisely for their future, paying close attention to costs, whilst achieving the right balance of risk and market exposure. Risk is cross referenced against their strategic action plan to ensure both elements are aligned.
-Delivering tax efficient investment solutions.
-Exploring retirement planning and examining what shape this should take when work commitments are being reduced.
-Protecting and managing wealth with regular updates and reviews.
Outside of work Philip is a keen tennis player. He has built up a buy to let portfolio over the last 18 years, which has given him an alternative investment experience to share with his clients.
You can contact Philip by calling him on 01483 224766 or by emailing firstname.lastname@example.org.
“I can’t recommend Informed Choice highly enough. Philip took on the unenviable task of sorting out my very tangled and complicated finances. Not only does Philip offer practical advice and solutions but he also takes into account, at every step, what is right for me as an individual.
“Phillip has made me feel financially secure, and I am in very good, sound, understanding hands.”
-Lucinda Chambers, Fashion Director, Vogue Magazine
“I’m a Chartered Accountant in practice and have worked with Philip for many years. He has advised on both my personal finances and pensions as well as those of many of my clients. His advice has been of the highest standard throughout. He takes an holistic approach looking at the entire circumstances as relevant and gives practical and sensible insight. He is both technically capable and commercially aware and I and many of my business connections are very grateful for his wise counsel”.
-Simon Poluck, Partner, BSG Valentine Chartered Accountants
“I’m a Company Director of a London and New York listed Biotech. I have known Philip for over 25 years and he has advised on both my personal finances and pensions as well as those of my family. His approach has always been exemplary and he manages the difficult challenge of taking complex technical information and processing it into a form that is understandable for the non-technical. I value greatly his advice and take great comfort from knowing that he is helping me manage the financial future and prosperity of my family”.
-Chris Tovey, Chief Operating Officer, GW Pharmaceuticals
“Now just a humble pensioner, Philip has managed my money for almost ten years. Had that been longer, how much better off might I have been?
“Not only has he sorted me out, but he has also got my wife into line – so much more difficult!
“Working with him and the Informed Choice team is a joy. Always straightforward, Philip has my trust, my admiration and my gratitude.”
-Robert Hutton (former plc chairman) and Loveday Luxmoore-Hutton, European Sales Manager, Reed Publishing