Phillip is a Financial Planning Manager. He has 30 years’ experience in Financial Services and joined Attivo Financial Planning in 2020. Phillip holds the Advanced Diploma in Financial Planning and is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). He is also an Associate member of The London Institute of Banking & Finance and a Fellow of the Securities Institute.
Our Financial Planning Managers are responsible for the development and competence of our Financial Planners. They design and deliver training to develop product, technical and regulatory knowledge to ensure our advisers keep up-to-date with the latest financial regulations. They also review and assess our Financial Planners to develop their ability to provide compliant advice and excellent client service.