Specific Skills:
- Wealth creation, wealth management and wealth preservation
- Pre and post retirement planning – starting with understanding any existing arrangements
- Investment and savings – starting with understanding any existing arrangements
- Inheritance taxation planning
- Personal taxation planning
- Long Term Care cost planning
Phil‘s early career began in 1994 as a Financial Adviser with NatWest Bank and then Liverpool Victoria IFA.
Many of Phil’s clients today originate from his time at Liverpool Victoria IFA and then, from 2007 to 2019, he worked as a self-employed adviser with Lighthouse Advisory Services network.
Quilter Financial Planning Ltd acquired the Lighthouse Advisory services network in June 2019, where Phil has worked since.
Phil’s family business, PDG Wealth Management Ltd was incorporated in September 2019 and, after delays caused by the global pandemic, officially launched in as an Appointed Representative of Quilter Financial Services Ltd in July 2022.
Phil has:
- Specialisation in tailored, individual advice with care and diligence to private clients
- Many years’ experience in wealth creation, wealth management and wealth preservation, pre and post retirement planning, savings and investments, inheritance tax planning, and long-term care cost advice
- Has built a solid network of loyal and trusting clients over the last 20 years plus by providing high quality advice coupled with a high-quality service and client loyalty.
- Personal Finance Society Diploma Level qualified
- Membership of The Chartered Insurance Institute
- Is a devoted husband and father, who is season ticket holder at Gloucester Rugby and enjoys hill walking in The Lake District, Brecon Beacons and on the Cotswold Way
