Senior Partner Practice of St. James's Place Wealth Management
Phil is responsible for meeting with clients and providing financial planning advice to both individuals and businesses.
His aim is to help clients identify their financial priorities and objectives, then to develop a strategy to help them to achieve their goals within required timescales.
Once this plan is in place he is committed to giving bespoke personal service tailored to specific needs, with a focus on building long-term relationships. From the moment that someone decides to become a client, he aims to demonstrate the value of the relationship through the service that he delivers on an ongoing basis.
Having been in the financial services industry for over 15 years, Phil has built up an exceptional breadth of knowledge, allowing him to advise clients on a wide range of financial planning solutions to help suit their needs promptly and effectively.
Financial planning can be complex at times so his aim is to use his knowledge and experience to present the necessary information in a clear manner, to ensure that every aspect can be understood.
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.
Navigation Wealth Management Ltd is registered in England and Wales, Number 11953339. Registered Office: One Eleven, Edmund Street, Birmingham, B3 2HJ, United Kingdom.