Philip Allen

Wealth Planner


Diploma For Financial Advisers (DipFA)

CII Financial Planning Certificates


Philip has worked in financial services for 25 years with the second half of those years as a Financial Adviser/Wealth Planner. After establishing clients needs and requirements early on Philip is able to provide a holistic financial advice service that is reviewed regularly.

"Outside of work I play a number of sports of which my preferences are tennis and football."

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