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
- Investment advice for individuals and trustees
- Advice on long-term care
- Life insurance advice
- Pensions and retirement planning
- Investment fund research and analysis
- Cash flow modelling
Professional Information
- Chartered Insurance Institute (CII) Diploma in Financial Planning (Dip.PFS)
- CII CF8 Award in Long-Term Care
- J10 Discretionary Investment Management
- Qualified Member of the CII
- Qualified Member of the Personal Finance Society
- Member of Solicitors for Independent Financial Advice (SIFA)
- Statement of Professional Standing Issued by CII