“I have come to expect that Phil will offer more than expected – because he always does! 5* service.”
“We have always found you to be a superb company to deal with. As customers of some years standing it seems to us that the experience keeps improving.”
“You have helped me with your advice and guidance which make me a much happier person. I would like to thank you for all your hard work.”
“Phil went above and beyond at all points in the process to help me make sound and informed decisions. I was really grateful to have his help.”
Director & Chartered Financial Adviser
Phil is a Compliance Director for Investing Ethically who has spent over 15 years with the firm. His specialist qualifications include long term care fee planning and equity release, and he has achieved Chartered status.
Even before joining Investing Ethically, Phil had already enjoyed an environmental background. He currently holds both an MSc in Environmental Sciences and a BSC in Physical Geography, from UEA and Leicester University respectively. These courses helped to underline his ethical principles and set him on his current path.
Phil’s clients describe him as loyal, and respect him for the honesty and simplicity with which he imparts important information. All three are values that he strongly defends, both in his personal life, with wife Jo and sons, Charlie and Thomas, and his professional life, where he is revered as a vital member of the IE team.
Favourite Part of the Job?
“I love the infinite variety….no two days are the same! At Investing Ethically, we are very fortunate to have so many interesting clients. They regularly challenge our thinking and encourage us to further our knowledge through examination and professional development.”
Worst Part of the Job?
“I feel an enormous sense of responsibility for my clients. They have trusted me with their money and it is my responsibility, as well as pride, to look after it on their behalf.”