Michael Phillips
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Michael Phillips Email & Phone Number

Chartered Financial Planner at HJP Chartered Financial Planners
Location: Tandridge, England, United Kingdom 4 work roles 2 schools
1 work email found @axawealth.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@axawealth.co.uk
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Role
Chartered Financial Planner
Location
Tandridge, England, United Kingdom
Company size

Who is Michael Phillips? Overview

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Quick answer

Michael Phillips is listed as Chartered Financial Planner at HJP Chartered Financial Planners, a with 18 employees, based in Tandridge, England, United Kingdom. AeroLeads shows a work email signal at axawealth.co.uk and a matched LinkedIn profile for Michael Phillips.

Michael Phillips previously worked as Business Development Manager - Elevate at Standard Life and Business Development Manager at Axa Wealth And Elevate. Michael Phillips holds Business Studies, Graphics And Computer Science from Coulsdon College.

Company email context

Email format at HJP Chartered Financial Planners

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{first}.{last}@axawealth.co.uk
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Profile bio

About Michael Phillips

The reason I do this job is because I care and I want to help people achieve their financial freedom. I enjoy meeting new people and getting to know my clients, after all we each have our own personal goals in life.My main areas of expertise are Retirement Planning, both pre and post retirement, and Investment Planning (including taxation & trusts*). I have a passion for helping clients plan for all eventualities and have used Cash Flow Planning to help with that since 2008, even helping my own parents with their retirement a decade ago. Cash Flow planning helps us to understand what we can achieve with our current finances, and how we can resolve any gaps.I joined HJP in 2017 but began my financial services career in 1997 working for Sun Life. I started in Guildford as a consultant to the Adviser sector then moved to London and homeworking from the day of my wedding in 2008 until my move to HJP in 2017. I spent 20 years providing product and technical assistance to Financial Advisers in and around Surrey, Sussex and Central London. I remained at Sun Life through various company transitions including becoming a part of part of the Elevate platform in 2010I became a member of the Personal Finance Society and Chartered Insurance Institute in 2012 and more recently in 2021 gained Chartered Financial Planner status. I am now studying and working towards becoming a Fellow of the Chartered Insurance Institute, watch this space!Outside of HJP, I live in Chaldon with my wife and 2 children. I love the fresh air and outdoor life. When I am not at work, you’ll find me cycling through the Surrey Hills, enjoying (watching and occasionally participating in) Motor Sport and making the most of time in the garden. Away from Family life my other passion is anything to do with cars! I spend the occasional weekend at Brands Hatch, specifically to watch the touring cars. I also attend the Goodwood Festival of Speed every year casting an admiring glance at all the new cars on display, and I have just ‘gone electric’ and even with plenty of range anxiety I am loving the change.HJP Chartered Financial Planners 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. HJP Chartered Financial Planners is a trading name of HJP Wealth Management Ltd.*Trusts are not regulated by the Financial Conduct Authority.SJP Approved 10/05/22

Listed skills include Pensions, Wealth Management, Financial Services, Investments, and 14 others.

Current workplace

Michael Phillips's current company

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HJP Chartered Financial Planners
Hjp Chartered Financial Planners
Chartered Financial Planner
dorking, surrey, united kingdom
Website
Employees
18
AeroLeads page
4 roles

Michael Phillips work experience

A career timeline built from the work history available for this profile.

Chartered Financial Planner

Current

Dorking, Surrey, United Kingdom

HJP Chartered Financial Planners is a Senior Partner Practice of St. James's Place Wealth Management. St. James's Place is one of the UK's leading wealth management organisations. As a company we specialise in giving face to face wealth management advice with a commitment to building trusted and long term relationships with our clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management. We help individuals and companies… Show more HJP Chartered Financial Planners is a Senior Partner Practice of St. James's Place Wealth Management. St. James's Place is one of the UK's leading wealth management organisations. As a company we specialise in giving face to face wealth management advice with a commitment to building trusted and long term relationships with our clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management. We help individuals and companies protect what matters, manage their investments, cover their liabilities, review existing financial arrangements, avoid financial mistakes and design plans which aim to effectively reach their financial goals.The value of an investment with St. James’s Place may fall as well as rise. You may get back less than you invested. HJP Chartered Financial Planners is an Appointed Representative of and represent 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. HJP Chartered Financial Planners which is a trading name of HJP Wealth Management Ltd. Show less

Jul 2017 - Present

Business Development Manager - Elevate

London And South East

Nov 2016 - Jul 2017

Business Development Manager

Axa Wealth And Elevate

AXA Wealth, UK www.axawealth.co.ukAXA Wealth is a dedicated wealth management company, distributing a range of pension and investment products within the UK and Ireland.Tasks: To build credible business to business relationships within a target model – driving productivity consistently across a panel of IFA’s (Independent Financial Advisers). Manage and proactively develop a panel of targeted accounts within the South East to generate revenue and profit in line with… Show more AXA Wealth, UK www.axawealth.co.ukAXA Wealth is a dedicated wealth management company, distributing a range of pension and investment products within the UK and Ireland.Tasks: To build credible business to business relationships within a target model – driving productivity consistently across a panel of IFA’s (Independent Financial Advisers). Manage and proactively develop a panel of targeted accounts within the South East to generate revenue and profit in line with agreed targets. Manage the deployment of additional resource/support into distributors. Contract with distributors on required levels of productivity & expectations from both parties. Diagnose the distributor’s business needs and apply solutions based on AXA Wealth’s current proposition. Show less

Sep 1997 - Jul 2017

Motor Racing Driver

Excelr8 Motorsport Llp

Nationwide

Motor racing driver in the incredibly successful Mini Challenge series in the 2012 series. Finished a very credible 7th in the drivers standings in my first year. Lack of funding meant this was a one off experience of a lifetime that may be repeated at some point in the future

Jan 2012 - Dec 2012
Team & coworkers

Colleagues at HJP Chartered Financial Planners

Other employees you can reach at hjpcfp.com. View company contacts for 18 employees →

2 education records

Michael Phillips education

Business Studies, Graphics And Computer Science

Coulsdon College

Junior And Senior School / Woodcote High School, Business Studies, English, Maths, It And Design

Chipstead Valley School, Coulsdon
FAQ

Frequently asked questions about Michael Phillips

Quick answers generated from the profile data available on this page.

What company does Michael Phillips work for?

Michael Phillips works for HJP Chartered Financial Planners.

What is Michael Phillips's role at HJP Chartered Financial Planners?

Michael Phillips is listed as Chartered Financial Planner at HJP Chartered Financial Planners.

What is Michael Phillips's email address?

AeroLeads has found 1 work email signal at @axawealth.co.uk for Michael Phillips at HJP Chartered Financial Planners.

Where is Michael Phillips based?

Michael Phillips is based in Tandridge, England, United Kingdom while working with HJP Chartered Financial Planners.

What companies has Michael Phillips worked for?

Michael Phillips has worked for Hjp Chartered Financial Planners, Standard Life, Axa Wealth And Elevate, and Excelr8 Motorsport Llp.

Who are Michael Phillips's colleagues at HJP Chartered Financial Planners?

Michael Phillips's colleagues at HJP Chartered Financial Planners include Gary Lynch Ba(Hons), Fcca, Mark Richings Fpfs, Chartered Financial Planner, Justin Wilkey, Max Cook, and Helen Shepherd.

How can I contact Michael Phillips?

You can use AeroLeads to view verified contact signals for Michael Phillips at HJP Chartered Financial Planners, including work email, phone, and LinkedIn data when available.

What schools did Michael Phillips attend?

Michael Phillips holds Business Studies, Graphics And Computer Science from Coulsdon College.

What skills is Michael Phillips known for?

Michael Phillips is listed with skills including Pensions, Wealth Management, Financial Services, Investments, Retirement Planning, Financial Planning, Financial Advisory, and Wealth.

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