Phil has worked in the financial services profession in various roles for the past 28 years, initially as a Direct Sales Adviser, and then becoming an Independent Financial Adviser in 1999. He now enjoys supporting our advisers at ScottLee as a Paraplanner.
Phil loves that no two days are the same and that he is able to pass on his experience and incredible knowledge to the other members of the team.
Phil is married to his lovely wife of more than 30 years, Liz. Family life, on the whole, is much quieter now that his children are mature and making their ways in life, but the presence of the couple’s black lab, Charlie, means the house still feels full!
Phil’s hobbies vary, from holidaying in remote cottages to spending at least one night each weekend drumming in a band. He also brews his own beer.
If I could be any fictional character, I would be:
The three qualities that draw me to new people are:
Sociability, humour, and empathy
The three small things that make my day better are:
Planning ahead, structure, and an interesting case to work on