Bobby Phillips Email and Phone Number
Virtus Financial Planning Limited is a Partner Practice of St. James's Place Wealth Management. St. James's Place, who has built a reputation as being one of the UK's leading wealth management organisations.We specialise in delivering investment planning and pension advice to people who wish to achieve or maintain financial security.Whatever the solution required, we respond with reliable and personal advice to suit our clients’ individual requirements. Importantly, we do not impose 'client criteria' conditions and our excellent service levels are exactly the same for all individuals.The value of your investment can go down as well as up. You could get back less than you invested. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 30/7/2024
Virtus Financial Planning Ltd, Senior Partner Practice Of St. James'S Place Weal
View- Website:
- virtusfp.co.uk
- Employees:
- 10
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Chief Executive OfficerVirtus Financial Planning Ltd, Senior Partner Practice Of St. James'S Place WealLondon, Gb
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Managing DirectorVirtus Financial Planning Limited, Partner Practice Of St. James'S Place Wealth Management Jul 2021 - PresentLondon, England, United Kingdom
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Chartered Financial PlannerCooper Associates Group Mar 2015 - Jul 2021London, England, United Kingdom- Investments- Tax Efficient Investment Planning- Estate Planning- Trustee Investments- Pension Planning including SIPP/SSAS- Retirement Options (Annuities and Income Drawdown)- Inheritance Tax Planning- Protection, both personal and business- MortgagesYour home may be repossessed if you do not keep up repayments on your mortgage.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down aswell as up. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority -
Mortgage AdviserCooper Associates Group 2015 - Mar 2017Taunton, United KingdomCooper Associates specialise in providing award winning mortgage and insurance advice to both individuals and companies. Starting from the simple principle that every client should be treated as our only client, we aim to build long term relationships whereby professionalism and integrity are the fundamentals.This business is separate and distinct from St. James's Place Wealth Management.
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Conveyancing AssistantBpl Solicitors Ltd Jan 2013 - Aug 2013Dorchester, United KingdomI worked in a team of four people, managing around 200 clients at any one-time, both in the sale and purchase of property. The work was extremely process driven and required a significant amount of successful task-management. My colleagues were extremely bright and knowledgable in the area of land law, to which I was very grateful for.
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Freelance ParalegalWilliamsons Nov 2012 - Jan 2013Crewkerne, United Kingdon -
Freelance ParalegalRace And Company Dec 2011 - Jun 2012Whistler, Canada
Bobby Phillips Skills
Bobby Phillips Education Details
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Richard Huish College3 A Levels At A Grade -
Colyton Grammar School2 A*S And 8 As At Gcse
Frequently Asked Questions about Bobby Phillips
What company does Bobby Phillips work for?
Bobby Phillips works for Virtus Financial Planning Ltd, Senior Partner Practice Of St. James's Place Weal
What is Bobby Phillips's role at the current company?
Bobby Phillips's current role is Chief Executive Officer.
What schools did Bobby Phillips attend?
Bobby Phillips attended Exeter University, Richard Huish College, Colyton Grammar School.
What are some of Bobby Phillips's interests?
Bobby Phillips has interest in Surfing, Shredding Pow' (Skiing), Energy Sector Advances, New Tech.
What skills is Bobby Phillips known for?
Bobby Phillips has skills like Finance, Wealth Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Investments, Income Protection, Insurance.
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