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 @
- 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 @
- 2002 -2006 Director - Pensions and Corporate Benefits @ BDO Stoy Hayward Wealth Management
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
- Business Planning
- Protection
- Business Strategy
- Coaching
- Strategy
- Management
- Project Management
- Budgets
- Performance Management
- Customer Service
- CRM
- High Net Worth Individuals
- Pensions
- Financial Advisory
- Inheritance Tax Planning
- Financial Planning
- Pension Funds
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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