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Phil specialises in providing high net worth individuals, entrepreneurs, families and trustees with tailored financial planning solutions. He is careful to ensure his advice is practical and aims to meet client objectives and aspirations. Phil is a Chartered Financial Planner with the Chartered Insurance Institute and a Certified Financial Planner with the Institute of Financial Planning.
Areas of expertise:
Fee based financial planning, cash flow modelling, investment planning, retirement planning, inheritance tax (IHT) planning,tax efficient investment including EIS, VCT, BPR and personal & business protection.