With an MSc in Finance and a Diploma in Personal Financial Planning Philip is highly qualified as well as highly experienced. He will be using his skills with the central London team, where he will continue his focus on working with clients that include City and IT professionals.
The move will see Philip building on his twenty five years of financial services experience. This includes experience as a stockbroker in the City of London and internationally at firms such as HSBC and Merrill Lynch as well as his work as a financial and wealth planner at St James’s Place.
He is confident that this extensive financial services experience will be even more valuable with the support and facilities of the award-winning Continuum team, and is looking forward to helping an even wider range of clients. He is also keen to make full use of his expertise, which includes setting up a lifetime wealth model bespoke to each client, tax optimisation, asset allocation and portfolio structuring.
“As a financial planner based in this diverse, international and dynamic city I have specialised in helping London professionals in the finance and technology industries as well as business directors make key financial decisions.
It means helping them make the right decisions and prepare for important transitions in their life. Ultimately we are all human, prone to make errors in a complex and changing environment. A good financial planner should be with us every step of the way, like a good pilot helping us stay on track to reach our destination, and getting between us and our mistakes.
I truly think lifestyle financial planning done properly can change lives. With a robust plan in place and regular monitoring, clients have more choice, more freedom and peace of mind to live their lives without worrying about their finances.”
Philip’s approach to his clients is closely aligned to the Continuum ethos.
“Clients’ needs come first with Continuum – and with my own way of working. I like to sit down, take time and really understand my client’s firmly held values, and discover what’s important about money to them. Then I need to understand what their goals are. Only then can we design their own bespoke financial roadmap – the measures that we need to take now to get them to where they need to be. “
Philip explains his reasons for joining Continuum. “I am very keen to provide the best answers for my clients. At Continuum there is a great team supporting me, and I believe that Continuum will help me to make the service I provide even better.”
Martin Brown, Continuum’s Managing Partner welcomed Philip to the London team. “The broader our own base of skills are, the more we can do for our clients. Philip has been able to develop a special expertise with a specific group – directors and others in and around the City – and having that expertise strengthens our ability to provide better answers to the challenges clients present.
We believe in tailored answers that put clients’ needs at the heart of everything we do – and so does Philip.”
Philip sums up. “I am very happy to be working with a professional firm such as Continuum – fast growing with an excellent reputation but most important of all because they are truly independent. Independence in an advisory firm is key. The client must understand that we are on their side working together with them to find the solution in the market that’s best for them.”
If you live or work in central London and especially the City – and if you are ready to find the answers you need for your pension, mortgage, tax planning, inheritance tax, and estate planning, please contact Philip for a free initial consultation.
The value of your pensions and investments can fall as well as rise and you may get back less than you invested. Estate planning is not regulated by the FCA. Your home may be repossessed if you do not keep up repayments on your mortgage.