About The Author
Phil is a Specialist Financial Planner who works with Expatriate Professionals living in China. His expertise extends to intimate knowledge of the UK pensions industry and the particular needs of Airline Captains. He also counts Italians, Spanish, Belgians, Norwegians, Swedes and Americans and others! amongst his slowly but surely growing client base.
He harnesses the power of The deVere Group, the World’s largest independent Financial Consultancy and some 10 times larger then the second placed organisation.
deVere’s size means they have negotiated the most competitive terms with every leading financial institution worth their salt!
He is a UK qualified Independent Financial Advisor – it’s Client focused planning and he’s not about pushing any particular product or service. Neither are you bound to him or deVere for the rest of your life! All solutions are fully flexible and portable.
Clients are also able to receive leading edge fintech solutions such as live portfolio information displayed on their mobile phones.
Part of a comprehensive plan may involve the introduction of international savings & investment plans, tax efficient investment platforms, life assurance, pensions consolidation, as well as best-in-class structured return products, to expatriate clients and international investors in China.
Phil commits to helping clients create value and wealth by suggesting the right financial products that best suit your unique needs.
Providing a flexible solution is important to Phil. Whether you are a high net worth individual looking to invest large lump sum, or a regular monthly saver with a more modest savings goal in mind; Phil is extremely confident that products he could introduce represent a competitive and compelling proposition to clients and would be happy to discuss the finer details on request.
This is best done in a meeting or organised telephone call.
The company has over $12 billion of funds under advice and management created by 92,000 + active clients in over 100 different countries around the world. The deVere Group is represented by 400 professional Financial Consultants in over 54 offices globally.
房地产海外投资机会 摩根士丹利，瑞银，高盛等产品 稀有和可收集的欧洲小提琴
Previously…… ( OK – it’s a bio )
Phil jumped at the chance to make Shanghai his home over 3 and a half years ago (updated Aug 2019!).
His first business trip to China was in 1996, at that time Shenzhen really was a fishing village and there were only dirt roads!
His career has involved multiple visits per year ever since and he has a lot of love for the country.
His early career saw him undertake roles with NatWest Bank, Marks & Spencer and Nestlé.
He went on to become a significant contributor to the growth of a personal computer company whose legacy lives on here in China in the form of TCL.
Subsequently he started and sold several companies prior to moving into the personal financial advisory industry after becoming increasing involved in the wealth management of the family office of his previous boss who became an UHNW individual upon the sale of the computer company.
He thoroughly enjoys and gets satisfaction from assisting others and would very much appreciate the opportunity to work with you.
Please get in touch here
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