APFS, CertPFS (DM)
Chartered Financial Planner
Philip has 30 years in the financial services profession in both a technical and advisory capacity; he has now been with JDP for 10 years. He has a wide depth of knowledge regarding technical issues which is essential in a rapidly changing financial arena; he advises across a wide spectrum of financial planning areas. Philip is also responsible for overseeing the Technical team as well as maintaining the firm’s compliance procedures.
Philip also works closely with John and his clients with a personal specialism in Pensions, Inheritance Tax and Investment Planning.
Outside work Philip is a huge rugby fan, supporting Leicester Tigers, classic car enthusiast and avid model car builder.