Director, Perceptive Planning
Phil is well qualified – ACII, CFP, FPFS, chartered wealth manager and a chartered financial planner – and has over 35 years of experience in financial services. He is a specialist in helping advisers cope with regulatory change, and has worked with planners from Australia to the US.
At Perceptive Planning, Phil mainly works with clients who find themselves with assets and lifestyles across different jurisdictions.
He has served for over 10 years on the boards of professional bodies in UK and worked with FPSB on its regulatory advice panel. Having worked with advisers and planners in 15 countries, he is a specialist in surviving regulatory change.