0330 038 8939
Based in Chippenham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.7 out of 5
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FCA Regulated
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 July 2025
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Philip has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Philip has not yet added their qualifications to their profile
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Philip has not yet added their qualifications to their profile
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Philip has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 July 2025
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Philip has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 23 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Philip has not yet added their qualifications to their profile
Qualifications not yet added
Philip has not yet added their qualifications to their profile
Transparent Fees
Philip has not yet added their fees to their profile
Fees not yet added
Philip has not yet added their fees to their profile
Philip is a dual US/UK-qualified financial adviser. He has worked in financial services since 2001 when he joined Abbey National. His interest in cross border financial planning started in 2007 after he started with AWD, at the time Europe’s largest financial advisory firm. In 2012 Philip was invited to join the Alexander Beard Group to manage their Expat and Emigration Division. One of his major achievements was the creation of a US / UK cross border financial planning service. Philip is highly experienced in private financial planning for British expats, US / UK cross border financial planning and the structuring of pension assets for non-UK beneficiaries of court ordered pension-sharing orders. Outside of work, Philip has a young family that plays a lot of cricket and keeps him on his toes. He has lost count of the number of times Watford FC has been promoted and demoted so has now opted to support Somerset Cricket Club as watching them is much less stressful!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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