Philip Steer

Philip Steer

Timothy James and Partners Ltd

Minimum savings/pensions: Over £250,000

Minimum mortgage: Over £250,000

0208 166 7217
Based in Southwark
View location
Verified since: September, 2026
4.8 out of 5

98 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 September 2026

    Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 98

    Recent Client Reviews

    Verified reviews: 100%

    Philip has received 98 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 September 2026

    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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About

Philip joined Timothy James & Partners in 2005 following the takeover of CW Financial Consultants Ltd. Philip’s career began with Canada Life in 1998, where he gained extensive knowledge and practical experience of financial planning. Philip holds the Chartered Financial Planner title, the highest industry qualification awarded by the Chartered Insurance Institute (CII). Philip advises clients on all aspects of financial planning, including pensions, investments, protection and tax planning, as well as residential (including equity release) and commercial mortgages. Philip is a Director and Board member of TJP.