0330 038 8941
Based in Macclesfield
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: January, 2024
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Phil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 May 2025
Phil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Phil has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Phil has received 7 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: 20 November 2024
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
Phil has not yet added their qualifications to their profile
Qualifications not yet added
Phil has not yet added their qualifications to their profile
Transparent Fees
Phil has not yet added their fees to their profile
Fees not yet added
Phil has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Phil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 May 2025
Phil and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Phil has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Phil has received 7 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: 20 November 2024
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
Phil has not yet added their qualifications to their profile
Qualifications not yet added
Phil has not yet added their qualifications to their profile
Transparent Fees
Phil has not yet added their fees to their profile
Fees not yet added
Phil has not yet added their fees to their profile
As a qualified actuary with over 30 years’ experience I have experience of advising on pensions, investments and financial protection products. I’m a strong believer in financial advice being for everyone and not just the super-wealthy. I value long-term relationships with my clients and I’m especially passionate about helping people plan for retirement / later-life. I’ve spent significant time living and working overseas and have personal insights into the financial challenges of returning to the UK after living abroad. I’m a keen traveller and cyclist, and like to spend much of my time outside of work riding my bike in unusual places.
Offers available through VouchedFor
Contact Phil through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Phil's clients
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