Phil Towner Email & Phone Number
Chief Executive Officer @ Vision Independent Financial Planning Ltd
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Phil Towner Location
- United Kingdom
Phil Towner Work
- 2026 -now Chief Executive Officer @
- 2025 -2026 Head of Wealth @
- 2015 -2025 Regional Manager @
- 2015 -2025 Area Director @
- 2015 -2015 Looking for the next challenge @
- 2013 -2014 Deputy Area Commercial Director @
- 2008 -2013 Regional Manager Commercial Insurance and Investments @ HSBC
- 2007 -2008 Regional Financial Planning Manager @ HSBC
- 2006 -2007 Area Financial Services Manager @ HSBC
- 2003 -2005 Sales Manager @ HSBC
- 2000 -2003 Financial Planning Manager @ HSBC
- 1997 -2000 Hotelier @ Self Employed - Hotelier
- 1994 -1996 Bond trader @
- 1991 -1994 Bond trader @ Deustche Bank
- 1986 -1991 Vice president @
- 1983 -1986 Bond Trader @
Phil Towner Education
- University of Leicester
BSc Hons (Social Sciences - Politics and Statistics)
1980-1983 - Greenshaw High School 1973-1976
- Ravensbourne School, Bromley
Phil Towner Skills
- Leadership
- Financial Advisory
- Banking
- Stakeholder Management
- Pensions
- Bonds
- Fixed Income
- Credit Cards
- Structured Products
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Networking
- Portfolio Management
- Cross Selling
- Critical Illness
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Trade Finance
- Team Leadership
- Team Management
- Investment Advisory
- Income Protection
- Asset Allocation
- Financial Services
- Commercial Banking
- Wealth Management
- Equities
- Mutual Funds
- Strategic Financial Planning
- Savings
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Asset Management
- Credit
- Wealth
- Credit Analysis
- Coaching
- Private Banking
- Retail Banking
- Inheritance Tax Planning
- Funding
- Retirement
- Loans
- Commercial Lending
- Residential Mortgages
Phil Towner Summary
- Phil Towner, based in United Kingdom, is currently a Chief Executive Officer at Vision Independent Financial Planning Ltd. Phil Towner brings experience from previous roles at Vision Independent Financial Planning Ltd and HSBC Commercial Banking. Phil Towner holds a 1980 - 1983 BSc Hons in Social Sciences - Politics and Statistics @ University of Leicester. With a robust skill set that includes Leadership, Financial Advisory, Banking, Stakeholder Management, Pensions and more. Phil Towner has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Vision Independent Financial Planning Ltd Employees
Tony Overy
Executive Chair - Vision Independent Financial Planning
London, England, GB
Michael Captieux
Independent Financial Adviser
Hemel Hempstead, GB
Justin Garratt
Area Director and Independent Financial Adviser
England, United Kingdom
Sam Fidock
Head of IT
Truro, GB
Brenda Ryan
Learning and Development Manager
Falmouth, GB
Matthew Pfs
Independent Financial Advisor
Falmouth, GB
Andrew Yonge
Financial Planner
United Kingdom
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