Phil Gerry

Wealth Planner

Phil has over 20 years’ experience in the financial services industry.

He works closely with clients, helping them focus on the important things in life and ensuring their wealth supports them, liaising with accountants and solicitors as required to ensure proper tax planning.

Phil is married with two children and lives in Devon. His qualifications include DipFA.

01752 762 140 / 07702 312 314

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