Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
The Financial Conduct Authority does not regulate Estate Planning.
Trained as a branch Manager for Woolwich Building Society
Then head-hunted to become a pensions and investment consultant for Scottish Mutual – now Prudential
Moving from there after 5 years to Henderson Investment Management as Regional Sales Executive for London & South East.
Further Investment and pension experience with Scottish Mutual & Zurich before becoming an Independent Financial Adviser in 2000.
Qualifications obtained to date are:-
• Diploma In Financial Planning
• Financial Planning Certificate
• Certificate in Equity Release
• Certificate in Mortgage Advice
• Certificate in Life & Pensions
• Award in Long Term Care Insurance
Philip has also qualified as
. A Graduate Member of "The Later Life Academy."
. STEP Affiliate (Society of Trust & Estate Planners)
. Associate Member SOLLA (Society of Later Life Advisers)
. Accredited Adviser for SIFA (Solicitors IFA)
Qualification currently studying for:-
• STEP Certificate for Financial Services
Philip is able to provide advice across all areas of financial planning and specialises in Investment, Pension & Estate Planning.
He is married to Ann for over 33 years and have two grown up son’s who like their mother spend money quicker than he can make it!
For the last 16 years he has been a volunteer Community First Responder for South East Coast Ambulance Service.
Rachel joined IQ Wealth Management in June 2014.
Rachel's role as office manager involves administration work along with client liaison.