Philip has been involved in financial services since 2003. During his career, he has worked within 2 Private Banks, a top 5 accountancy practice and 2 smaller independent firms.
This has given him a unique insight into both Private and Business clients, their thoughts, understanding of financial decisions and their concerns – being employed by a Private Bank during the finance crisis demonstrated what happens when clients don’t understand downside risk. Since this time, he has used his investment knowledge to educate and assist clients to make informed investment decisions.
Philip is also a Fellow with the Chartered Institute of Insurance.