Phil has worked within the Financial Services industry for over 30 years having had a highly successful career with a number of quality financial institutions.
He has unique experience having both traded financial instruments as well as advising clients from within the retail and commercial sectors. He spent the last 15 years of his career at HSBC as firstly an adviser, then sales manager, Area Manager and finally as Regional Manager.
Phil truly believes in the importance of placing the customer at the heart of everything and says that the key to building long term relationships is based on trust, fully understanding client’s circumstances and sourcing the best solutions in the market. This can only be achieved through truly independent advice from an experienced and professional adviser.