Managing Principal, Business Development
My job is to ensure that we are offering our financial planning services to appropriate clients in all parts of our business.
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@focus-oxford.co.uk
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Phil Casey is listed as A passionate advocate for the real power of financial planning and making positive choices. based in Greater Oxford Area, United Kingdom. AeroLeads shows a work email signal at focus-oxford.co.uk and a matched LinkedIn profile for Phil Casey.
Phil Casey previously worked as Managing Principal, Business Development at Punter Southall Aspire and Partner & Independent Financial Adviser at Focus Oxford Llp.
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I am a financial services professional with over 40 years’ experience.I ran my own highly successful, award winning, financial advisory business in Oxford for 22 years, together with my fellow partners. I’ve always been passionate about people make the right financial decisions for themselves, most particularly in terms of retirement planning.
Listed skills include Pensions, Retirement Planning, Financial Services, Retirement, and 36 others.
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Oxford, United Kingdom
My job is to ensure that we are offering our financial planning services to appropriate clients in all parts of our business.
Oxford, United Kingdom
As the Pension specialist at Focus, I helped individual clients plan for their retirement – and then provide them with the best solution in terms of accessing their funds. I also worked with our corporate clients to provide them support in meeting the challenges of auto-enrolment with appropriate scheme design, effective employee communication, scheme implementation and ongoing reviews, as well as solutions to their employee benefit needs.At Focus, we looked after approximately 500 companies, ranging from start-up companies with 2 or 3 staff to organisations with 1500 staff nationwide.
London, England, United Kingdom
Retail and corporate banking management trainee.
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Phil Casey is listed as A passionate advocate for the real power of financial planning and making positive choices..
AeroLeads has found 1 work email signal at @focus-oxford.co.uk for Phil Casey.
Phil Casey is based in Greater Oxford Area, United Kingdom.
Phil Casey has worked for Punter Southall Aspire, Focus Oxford Llp, National Mutual, Npi, and Barclays Uk.
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Phil Casey is listed with skills including Pensions, Retirement Planning, Financial Services, Retirement, Investments, Wealth Management, Financial Advisory, and Insurance.
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