Providing expertise in: Financial Planning, Tax Planning, Workplace Pensions

Phil joined the Norfolk & Suffolk team in 2014 and can assist clients with all of their financial planning needs including pensions and retirement planning, investments, financial protection, tax planning and long-term care planning. Phil has worked in financial services for most of his career, which included a 20-year stint with Barclays Bank where he advised business owner-managers based in Norfolk and North Suffolk.

Phil is an Associate of both the Chartered Institute of Bankers and the Personal Finance Society as well as being a Chartered Financial Planner.

Phil is proud of his local roots, having grown up in Great Yarmouth though now living over the border in Suffolk. In his spare time Phil is a regular cyclist and enjoys taking part in and running pub quizzes. He is also a keen sports fan and season ticket holder at Norwich City.