Paul Phillips Email & Phone Number
Franchise Owner @ Motorhome Depot
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Paul Phillips Location
- Peterborough, GB
Paul Phillips Work
- 2015 -now Franchise Owner @
- 2007 -2018 Independent Financial Adviser - Principal @
- 2003 -2007 Independent Financial Adviser - Partner @ 2Gether Financial Solutions
- 2002 -2003 Independent Financial Adviser -WIFAS @
- 1999 -2002 Independent Financial Adviser - Area Manager @
- 1994 -1999 Purchasing Manager UK Branch @
- 1993 -1994 UK PROJECT LEADER - KENNAMETAL HERTEL UK @
- 1987 -1993 UK REPLENISHMENT CO-ORDINATOR @
Paul Phillips Education
- The Chartered Insurance Institute (CII)
DipPFS (Diploma in Financial Planning)
2008-2010 - The Chartered Insurance Institute (CII)
(Financial Planning Certificate)
1999-1999 - The Chartered Insurance Institute (CII)
(Life & Pensions Foundation Certificate)
1999-1999 - Sandwell Management Centre – West Midlands
Chartered institute of purchase & supply (The Chartered Institute of Purchase & Supply (CIPS))
1991-1992 - The Chartered Institute of Purchase & Supply (CIPS) 1991-1992
Paul Phillips Skills
- Retirement Planning
- Inheritance Tax Planning
- Investments
- SIPP's
- ETF's
- Protection
- Mortgage Lending
- Pensions
- Phased Retirement
- Income Drawdown
- Individual Pension Plans
- Savings
- Strategic Financial Planning
- Drawdown
- Retirement
- Income Protection
- Personal Protection
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- QROPS
- Independent Financial Advice
- Retirement Savings
- Saving for Education
- Retirement Plan Consulting
- Investment Advisory
- Wealth Management
- Investment Strategies
- Foreign Investment
- College Savings Plans
- Iht
- Strategic Financial
- Savings Accounts
- Services
- Investment Management
Paul Phillips Summary
- Paul Phillips, based in Peterborough, GB, is currently a Franchise Owner at Motorhome Depot. Paul Phillips brings experience from previous roles at Accredo Financial Services Limited, 2Gether Financial Solutions, Barclays and AMP. Paul Phillips holds a 2008 - 2010 DipPFS in Diploma in Financial Planning @ The Chartered Insurance Institute (CII). With a robust skill set that includes Retirement Planning, Inheritance Tax Planning, Investments, SIPP's, ETF's and more. Paul Phillips has 1 emails and 1 mobile phone numbers on RocketReach.
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