about us our wealth planners philip painter
Diploma For Financial Advisers (DipFA)
Philip has been offering financial advice for 27 years, the last 8 years as a Wealth Planner for Succession. He offers holistic financial planning and a regular review service. Philip takes pride in his work helping his clients create bespoke financial plans that are individually tailored to each client’s current circumstances and aspirations for the future.
"I enjoy spending time with my family and like to holiday home and abroad. My hobbies are photography and watching sport, mainly golf and football."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.