I have spent 21 years in the financial services profession, particularly focusing on those approaching and in retirement. I help clients consolidate their pensions and set up a sustainable retirement income.
I love a good walk (a skill refined in lockdown). Living in Yorkshire, there is so much on our doorstep, obviously weather permitting, I’m not crazy enough to go out when it’s wet!
I have a daughter who was born in Feb 2020, so she takes up the vast majority of my spare time at present.
I love: Walking, family time, sunshine, wine.
I loathe: Rainy weather, bad customer service, negativity.
The important stuff
Firms and individuals must be authorised by the Financial Conduct Authority (FCA) to carry out regulated financial service activities. You can view Philips’s entry on the FCA register here. You can also view Phillip’s Statement of Professional Standing here.
Phillip in the spotlight
On an ideal weekend, you can find me
Anywhere but home. I like to get out exploring our beautiful country.
My favourite holiday destination is
My favourite song to play in the car is
The first album I bought was
REM – Automatic for the People.
If I could be any fictional character, I would be
The BFG – I’m 6ft 7in.
When the dessert menu arrives, I’m looking for
Chocolate, in any format.
The three people at my dream dinner party would be
A Chef, A Sommelier and a Pot Washer.
The three small things that make my day better are
Sunshine, Speaking to someone new and wine!