“I am very honest with clients about the realities of investing. It’s not about telling them what I think they want to hear all the time. They appreciate that.”
- Locations
- Penrith
Phil manages the money and investments of families, individuals, trusts and financial advisers from other firms. He also manages assets for charities, using his mathematical and analytical expertise to meet their financial and ethical objectives.
He specialises in helping clients with complex inheritance tax and retirement planning needs, building up a strong client base of experienced and first-time investors, mainly through referrals. Phil has developed trusting, long-term, personal relationships with multiple generations of clients.
He began his financial services career in 2000 with Pope Stockbrokers, before moving to Quilter Cheviot Investment Management and then James Brearley & Sons Stockbrokers. He joined RBC Brewin Dolphin in 2012 as an investment manager, becoming Assistant Director in 2015 and then Division Director in 2019. He is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.