Director and Financial Planner
Phil's early career was in banking, including the trustee department of a major bank. She's a Chartered Wealth Manager and a Certified Financial Planner with over 140 clients, made up mainly of trusts, young professionals and pre and post-retired professionals.
Phil also provides financial support to the recently bereaved or widowed, and specialises in advising trustees and powers of attorney. In many cases that means acting for trusts that were created as a result of successful medical negligence claims, and serves to support the special requirements of the beneficiaries. She's also qualified to advise on long-term care and works closely with other professionals in this specialist area.
Phil has served on the board of the Financial Services National Training Organisation (FSNTO) and the Financial Services Skills Council (FSSC). She was a member of the Qualifications and Curriculum Authority's Financial Services Training and Advisory Group, the FSSC's Standards and Accreditation Committee, and the Small Business Practitioner Panel of the Personal Investment Authority. She was also president of Hertfordshire-based Business Women's Network and has acted as a mentor for the University of Hertfordshire Women's Entrepreneurs Postgraduate course. Phil also served as a non-executive director of a Housing Association and acts as a mentor for other financial planners.