Phil joined Nelsons’ Investment Management team as an Independent Financial Adviser in 2008. Phil’s areas of expertise include investment advice for individuals, trustees, deputies and attorneys.

Areas of Expertise

  • Independent Financial Advice
  • Investment Advice for Individuals, Trustees, Deputies and Attorneys
  • Long Term Care and Later Life Advice
  • Life Assurance & Protection
  • Personal Pensions & Retirement Planning
  • Investment fund Research & Analysis

Professional Information

  • CII Diploma in Financial Planning (Dip.PFS)
  • CII CF8 Award in Long Term Care
  • J10 Discretionary Investment Management
  • Qualified Member of The Chartered Insurance Institute (CII)
  • Qualified Member of The Personal Finance Society (PFS)
  • Member of Solicitors Independent Financial Advisers (SIFA)
  • Statement of Professional Standing Issued by CII

Find out how Nelsons can help you. Contact our friendly team for a guaranteed fast response.

For advice and support 0800 024 1976