Phil has worked in Financial Services since May 1992 when he joined Allied Dunbar. As the company changed to Zurich Advice Network and also later became Openwork, he established himself as a leading Financial Adviser. Phil was asked to join Quilter Financial Planning in May 2006 and became a founder member of what is one of the largest network of Financial Advisers in the UK. His experience and continuing professional development resulted in the PFS Diploma which he gained in September 2012 and he strongly believes in keeping updated on the issues and changes to regulation & tax which effect his clients. His wealth of knowledge and care for his clients has led to a loyal and long standing client base who understand that Phil is always available to discuss their needs.

Linda has assisted Phil in the business since inception. Although her degree is in History and European Studies she has continued to broaden her knowledge of Financial Services with a view to obtaining the Diploma in Personal Finance. Linda is an integral part of the partnership and liaises with all clients, helping them with their administrative needs as she supports Phil with paraplanning and back office processes.