David Philips

Chartered Financial Planner

Professionally

David has worked in financial services since 1987, including many years with major names in the sector, with a particular specialism in advice about pensions. David proudly holds Chartered status. With a wealth of national company experience behind him, he now wishes to utilise it in a smaller, more personal environment.

David was regional chairman for the Personal Finance Society for Staffordshire and Shropshire for 14 years, which involved chairing quarterly meetings and attending national conferences.

Personally

David is a “people person” who cares about clients, colleagues and family. Outside of work, David loves art and drawing; he has his own studio at home, enjoys summer workshops, and has been successful in competitions.

More team members

David Philips

Chartered Financial Planner

Nick Booker

Chartered Financial Planner

Gemma Oliver

Chartered Financial Planner

Mark Terry

Independent Financial Adviser

Chris O’Meara

Independent Financial Adviser

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