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
Perspective (North West) Ltd, Registered in England and Wales No 4719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) Ltd is a subsidiary of Perspective Financial Group Ltd.
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123
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