About

About This Website;

Phil is a Private Wealth Manager & Specialist Financial Planner who works with Expatriate Professionals living globally. His expertise extends to intimate knowledge of the UK pensions industry and the particular needs of Expatriate Professionals. He counts, Belgians, Norwegians, Swedes, Italians Americans plus others and of course fellow Brits! amongst his slowly but surely growing client base.

He works with a highly regarded company so as to allow him access to all of the best potential offshore solution providers that operate around the world.

He is a UK  and EU qualified Independent Financial Advisor  – that means Client focused planning not ‘pushing’ any particular product or service. Neither are you bound to him or the company he works with  – for the rest of your life! All solutions are fully flexible and portable – not the case with many ‘high street’ names.

Part of a comprehensive plan may involve the introduction of international  investment plans, tax efficient investment platforms, life assurance, pensions consolidation, as well as best-in-class structured return products (when needed), to expatriate clients and international investors.

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. He typically works with high net worth individuals seeking to invest lump sums – people who care about getting value for money in terms of return on investment; Phil is extremely confident that the solutions  he could introduce represent a competitive and compelling proposition to clients and would be happy to discuss the finer details on request upon learning more about your personal situation and future goals.

This is best done in a meeting or organised telephone or video call.


Previously…… ( OK  – it’s a bio )

Phil  established himself as a leading Advisor in Asia after having made Shanghai his home for 5 years (2016-20) After a brief stint in Switzerland to expand his international knowledge he sought to be fully licensed to work in mainland Europe with a highly regulated, competitive firm.

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  in China in the form of TCL – a large consumer electronics conglomerate.

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 also became increasingly aware that his own Financial Advisors in the UK did not have his best interests at heart and undertook to learn more about the industry himself.

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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