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Matthew Phillips

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Director of Wealth Planning

Matthew Phillips is Director of Wealth Planning and responsible for the wealth planning business at Canaccord. He has spent over 25 years providing financial planning and investment advice to clients and for the last 10 years has led the financial planning business of Thomas Miller before its acquisition by Canaccord in 2019. His career started in 1994 with the then Woolwich Building Society before he joined Deloitte, where he worked with a range of pension schemes, trusts and high net worth individuals. He was responsible for the expansion and day-to-day management of Deloitte's financial planning in Scotland and Northern Ireland. He moved to become an Investment Director of Clear Financial Management, also providing advice to pension schemes, trusts and high net worth individuals and joined Broadstone, formerly BDO, in 2005. He was Managing Director of Broadstone Pensions & Investments Ltd until November 2014 and assisted with the sale of the business to Thomas Miller Investment in December 2014.

Matthew is a member of the Personal Finance Society and has professional qualifications in investment management, portfolio construction and investment management within pensions. He has a first class honours degree in Geology from London University.

Contact:

Location: London

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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