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Phil Needham Email & Phone Number
Legacy and Philanthropy Executive
at
St Michael's Hospice, Hereford
1 work email found
@sjpp.co.uk
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Legacy and Philanthropy Executive
Location
Hereford, England, United Kingdom
Company size
Who is Phil Needham? Overview
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Quick answer
Phil Needham is listed as Legacy and Philanthropy Executive at St Michael's Hospice, Hereford, a with 118 employees, based in Hereford, England, United Kingdom. AeroLeads shows a work email signal at sjpp.co.uk and a matched LinkedIn profile for Phil Needham.
Phil Needham previously worked as Financial Advisor at Castle Green Financial Planning and Director at Widbrook Wealth Management Ltd - Partner Practice Of St. James'S Place Wealth Management. Phil Needham studied at King James’S Grammar School.
Company email context
Email format at St Michael's Hospice, Hereford
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{first}.{last}@sjpp.co.uk
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Profile bio
About Phil Needham
As a financial adviser at Castle Green Financial Planning, an associate Partner Practice of St. James's Place Wealth Management, I have over 25 years of experience in providing quality, face-to-face advice and guidance to a diverse range of clients. My expertise lies in investment planning, financial planning, and financial advisory, and I am committed to building trusted and enduring relationships with my clients.I specialize in delivering positive outcomes for my clients through the construction of an appropriate and robust financial plan that is regularly monitored and changed where necessary. My private clients are typically business owners, company directors, law and accountancy professionals, or affluent retirees who recognize the need to implement a disciplined structure to their personal finances and understand the value of partnering with a trusted advisor to assist in managing their financial affairs. My mission is to help my clients achieve their financial goals and aspirations, while ensuring they receive the highest level of service and support from me and my fantastic team.Castle Green Financial Planning 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)SJP Approved 29/01/2024
Listed skills include Wealth Management, Investments, Wealth Management Services, Private Banking, and 27 others.
Current workplace
Phil Needham's current company
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St Michael'S Hospice, Hereford
5 roles
Phil Needham work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Castle Green Financial Planning
Dec 2021 - Present
Director
Widbrook Wealth Management Ltd - Partner Practice Of St. James'S Place Wealth Management
St. James's Place Wealth Management is a FTSE 100 company, recently awarded 2018 Wealth Management Company of the Year - City of London Wealth Management Awards. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.
Aug 2009 - Dec 2021
Private Banker
Dec 2007 - Aug 2009
Private Banking Manager
Apr 1999 - Dec 2007
1 education record
Phil Needham education
-
King James’S Grammar School
FAQ
Frequently asked questions about Phil Needham
Quick answers generated from the profile data available on this page.
What company does Phil Needham work for?
Phil Needham works for St Michael's Hospice, Hereford.
What is Phil Needham's role at St Michael's Hospice, Hereford?
Phil Needham is listed as Legacy and Philanthropy Executive at St Michael's Hospice, Hereford.
What is Phil Needham's email address?
AeroLeads has found 1 work email signal at @sjpp.co.uk for Phil Needham at St Michael's Hospice, Hereford.
Where is Phil Needham based?
Phil Needham is based in Hereford, England, United Kingdom while working with St Michael's Hospice, Hereford.
What companies has Phil Needham worked for?
Phil Needham has worked for St Michael'S Hospice, Hereford, Castle Green Financial Planning, Widbrook Wealth Management Ltd - Partner Practice Of St. James'S Place Wealth Management, Coutts Bank, and Natwest.
How can I contact Phil Needham?
You can use AeroLeads to view verified contact signals for Phil Needham at St Michael's Hospice, Hereford, including work email, phone, and LinkedIn data when available.
What schools did Phil Needham attend?
Phil Needham studied at King James’S Grammar School.
What skills is Phil Needham known for?
Phil Needham is listed with skills including Wealth Management, Investments, Wealth Management Services, Private Banking, Wealth, Investment Advisory, Portfolio Management, and High Net Worth Individuals.
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