Bringing a fresh perspective to financial planning, Phil specialises in working with young professionals, new families, and entrepreneurs — helping them take control of their finances and plan with confidence from the outset. With a background in recruitment, he has a natural ability to understand people quickly, build rapport, and match the right solutions to individual needs, making financial planning feel accessible and straightforward for those who may be new to it.
Outside of work, Phil is a familiar face at Marlow RFC — where he has served as 1st XV captain — and shares a love of padel, the gym, good food, and fine French wine.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.