Philip joined CBW in 2011 and completed his Diploma in Regulated Financial Planning within 12 months.
He started with the firm as a Pensions Administrator and after displaying strong potential he was promoted to a consultant in CBW’s corporate sector. Since starting up the corporate offering, Philip now advises business owners on their own pension and protection arrangements.
Philip works closely with clients and helps them to identify what is important to them and then delivers a clear financial plan that allows their objectives to be achieved. He has a particular interest in working with business owners, helping them to extract profits tax efficiently, protect what they have worked hard to build up and plan for their future retirement.
Philip is a member of the Personal Finance Society (PFS) by Diploma having studied with the Chartered Insurance Institute (CII). He has also gained his certificate with the Pensions Management Institute (PMI) in 2015.