Phil has over 30 years’ experience in financial planning and wealth management and is a Chartered Financial Planner, regarded as the industry’s gold standard qualification. He is joint head of the Warrington office.
Previously, Phil was co‐founder and owner of Prolific Financial Services Ltd which became part of Perspective in 2021.
Phil specialises in providing investment, wealth management and estate planning advice. Phil’s expertise and wealth of knowledge means that our clients can reach their financial goals by making practical and effective use of their wealth and finances.
Away from the office he enjoys Karate, Bee Keeping and socialising with friends and family.
Telephone
01925 750380
Based
The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF
Telephone: 01925 750380
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