Phil has considerable experience in the financial services profession.
Having previously worked for the United Kingdom’s largest Friendly
Society, Phil was recruited by the Woolwich to become an advisor
specialising in investment advice. Acknowledging that a greater number of
clients wish to receive impartial advice, Phil is proud to advise his
clients as an Independent Financial Advisor.
Phil obtained his membership of the Personal Finance Society by Diploma
and is a former local committee member of his professional association. He also holds an HNC in Business and Finance. Phil also
holds the Advanced Financial Planning Certificate in Supervision &
Sales Management and Savings and Investments.
As part of Phil’s ongoing commitment to Continuous Professional
Development (CPD), Phil has recently passed the Pensions Simplification Examination. Phil
utilises the experience gained within the profession to advise clients
in Estate Planning, Wealth Management, and Independent Financial
Advice.
Phil lives in a small village on the outskirts of Northampton, and is
married to Lisa and they have two small children Verity and Alexander.
Having worked with Wayne for the last five years, Phil and Wayne
decided to establish their own business in order to continue to develop
their own philosophy on providing a valued professional service to
clients, both new and old.
Testimony to Phil’s enthusiasm, and attention to detail is evidenced by
the number of loyal clients Phil has retained, in addition to the
number of referrals that Phil receives from satisfied clients and
accountancy connections.
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About Orchard