Phil has worked in financial services for over 30 years first with a large insurance company, and later with a discretionary investment manager before completing the required exams and moving into independent financial advice.
When Phil joined Wren Sterling he supported the Connect team as a Paraplanner, before completing his exams and joined this team – a group of Independent Financial Advisers ensuring that our clients can benefit from the experience of the whole team from the comfort of their own homes.
Financial adviser Nottingham
You can get in touch with Phil at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.