David Philips Email

Regional Director, Chartered Financial Planner @ MWA

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David Philips Location

Fradley, GB

David Philips Work

2025 - now Regional Director, Chartered Financial Planner @ MWA
2014 - 2025 Chartered Financial Planner @ Wealth Design Holdings Limited
2014 - 2023 Managing Director and Chartered Financial Planner @ Wealth Design

2014 - 2014 Independent Financial Advisor @ FSC Investments Limited
2011 - 2014 Financial Planner @ JLT Wealth Management
2007 - 2008 First Vice President @ Merrill Lynch
2002 - 2006 Director - Pensions and Corporate Benefits @ BDO Stoy Hayward Wealth Management

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David Philips Education

Stoke on Trent Sixth Form College
'A' Levels (Art & Design)
1972 - 1974
Holden Lane Junior High School
'O' Levels
1967 - 1972

David Philips Skills

Strategic Financial Planning
Wealth
Retirement Planning

Wealth Management
Retirement
Investments
Financial Services
Employee Benefits
Relationship Management
Income Protection

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David Philips Summary

David Philips, based in Fradley, GB, is currently a Regional Director, Chartered Financial Planner at MWA Financial. David Philips brings experience from previous roles at Wealth Design Holdings Limited, Wealth Design, FSC Investments Limited and JLT Wealth Management. David Philips holds a 1972 - 1974 'A' Levels in Art & Design @ Stoke on Trent Sixth Form College. With a robust skill set that includes Strategic Financial Planning, Wealth, Retirement Planning, Wealth Management, Retirement and more.

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