Phil Addy
1 email domain
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Phil Addy Email & Phone Number
Independent Financial Adviser, Ascot Lloyd | Helping you achieve your financial and life goals | Financial planning | Investments | Retirement | Pensions | Protection
at
Ascot Lloyd
LinkedIn matched
✓ Verified May 2026
2 data sources
Profile completeness 71%
Current company
Role
Independent Financial Adviser, Ascot Lloyd | Helping you achieve your financial and life goals | Financial planning | Investments | Retirement | Pensions | Protection
Location
Greater Glasgow Area, United Kingdom, United Kingdom
Company size
Who is Phil Addy? Overview
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Quick answer
Phil Addy is listed as Independent Financial Adviser, Ascot Lloyd | Helping you achieve your financial and life goals | Financial planning | Investments | Retirement | Pensions | Protection at Ascot Lloyd, a company with 294 employees, based in Greater Glasgow Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Phil Addy.
Phil Addy previously worked as Independent Financial Adviser at Ascot Lloyd.
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Ascot Lloyd
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Profile bio
About Phil Addy
What matters most to you right now? What matters most to you in the future? And do you have a financial plan to make this happen?Money means different things to different people and real financial planning is about more than investing. Whatever your life goals, I’ll work with you to provide peace of mind through a tailored financial plan designed to keep your life plan on track.My advice areas include:• Cash Flow Modelling• Retirement Planning & Pensions• Savings & Investments• Protection & InsuranceAs an independent financial adviser, I’m not tied into certain partnerships or product solutions. This means we’ll search the whole market to find the most appropriate solutions to help you reach your financial goals.And at Ascot Lloyd, one of the largest independently owned wealth management firms in the UK, you’ll benefit from a wide breadth of expertise and a full lifetime financial planning solution.Views expressed on LinkedIn are my own.
Current workplace
Phil Addy's current company
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Ascot Lloyd
1 role
Phil Addy work experience
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Independent Financial Adviser
Team & coworkers
Colleagues at Ascot Lloyd
Other employees you can reach at ascotlloyd.co.uk. View company contacts for 294 employees →
IM
Ian Mason
Colleague at Ascot LloydUnited Kingdom, United Kingdom
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DL
Dianne Lockwood
Colleague at Ascot LloydNorwich, England, United Kingdom, United Kingdom
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MR
Mark Roddison
Colleague at Ascot LloydLeeds, England, United Kingdom, United Kingdom
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GS
Gemma Simpson
Colleague at Ascot LloydUnited Kingdom, United Kingdom
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AG
Antony Gummerson
Colleague at Ascot LloydYeadon, England, United Kingdom, United Kingdom
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NM
Neil Mackay
Colleague at Ascot LloydPerth, Scotland, United Kingdom, United Kingdom
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GL
Graham Letts
Colleague at Ascot LloydGreater Northampton Area, United Kingdom, United Kingdom
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NC
Natasha Clements
Colleague at Ascot LloydWillaston, England, United Kingdom, United Kingdom
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TC
Tamsyn Church
Colleague at Ascot LloydCamberley, England, United Kingdom, United Kingdom
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RD
Richard Davies Dipfps
Colleague at Ascot LloydGreater Reading Area, United Kingdom
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Ian Mason
Colleague at Ascot LloydUnited Kingdom, United Kingdom
View →
DL
Dianne Lockwood
Colleague at Ascot LloydNorwich, England, United Kingdom, United Kingdom
View →
MR
Mark Roddison
Colleague at Ascot LloydLeeds, England, United Kingdom, United Kingdom
View →
GS
Gemma Simpson
Colleague at Ascot LloydUnited Kingdom, United Kingdom
View →
AG
Antony Gummerson
Colleague at Ascot LloydYeadon, England, United Kingdom, United Kingdom
View →
NM
Neil Mackay
Colleague at Ascot LloydPerth, Scotland, United Kingdom, United Kingdom
View →
GL
Graham Letts
Colleague at Ascot LloydGreater Northampton Area, United Kingdom, United Kingdom
View →
NC
Natasha Clements
Colleague at Ascot LloydWillaston, England, United Kingdom, United Kingdom
View →
TC
Tamsyn Church
Colleague at Ascot LloydCamberley, England, United Kingdom, United Kingdom
View →
RD
Richard Davies Dipfps
Colleague at Ascot LloydGreater Reading Area, United Kingdom
View →
FAQ
Frequently asked questions about Phil Addy
Quick answers generated from the profile data available on this page.
What company does Phil Addy work for?
Phil Addy works for Ascot Lloyd.
What is Phil Addy's role at Ascot Lloyd?
Phil Addy is listed as Independent Financial Adviser, Ascot Lloyd | Helping you achieve your financial and life goals | Financial planning | Investments | Retirement | Pensions | Protection at Ascot Lloyd.
Where is Phil Addy based?
Phil Addy is based in Greater Glasgow Area, United Kingdom, United Kingdom while working with Ascot Lloyd.
What companies has Phil Addy worked for?
Phil Addy has worked for Ascot Lloyd.
Who are Phil Addy's colleagues at Ascot Lloyd?
Phil Addy's colleagues at Ascot Lloyd include Ian Mason, Dianne Lockwood, Mark Roddison, Gemma Simpson, and Antony Gummerson.
How can I contact Phil Addy?
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