Phil Towner
AeroLeads people directory · profile

Phil Towner Email & Phone Number

Head of Wealth at Vision Independent Financial Planning Ltd
Location: United Kingdom 15 work roles 3 schools
1 work email found @visionifp.co.uk LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@visionifp.co.uk
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vision Independent Financial Planning Ltd
Role
Head of Wealth
Location
United Kingdom
Company size
66 employees

Who is Phil Towner? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Phil Towner is listed as Head of Wealth at Vision Independent Financial Planning Ltd, a with 66 employees, based in United Kingdom. AeroLeads shows a work email signal at visionifp.co.uk and a matched LinkedIn profile for Phil Towner.

Phil Towner previously worked as Regional Manager at Vision Independent Financial Planning Ltd and Area Director at Vision Independent Financial Planning Ltd. Phil Towner holds Bsc Hons, Social Sciences - Politics And Statistics from University Of Leicester.

Company email context

Email format at Vision Independent Financial Planning Ltd

This section adds company-level context without repeating Phil Towner's masked contact details.

{first}{last}@visionifp.co.uk
89% confidence

AeroLeads found 1 current-domain work email signal for Phil Towner. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Phil Towner

A highly motivated Senior Financial Services Professional who thrives in a fast-paced, values-led culture, consistently achieving results through hard work and first class rapport. Experienced Wealth Manager holding Level 4 Diploma in Financial Planning, working towards Chartered status, with a passion for customer service and an excellent track record of achievement.

Listed skills include Investments, Team Leadership, Wealth Management, Pensions, and 44 others.

Current workplace

Phil Towner's current company

Company context helps verify the profile and gives searchers a useful next step.

Vision Independent Financial Planning Ltd
Vision Independent Financial Planning Ltd
Head of Wealth
United Kingdom
Website
visionifp.co.uk
Employees
66
AeroLeads page
Company profile
View company profile Email format
15 roles · 44 years

Phil Towner work experience

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

Regional Manager

Current
Vision Independent Financial Planning Ltd

Devon & Somerset

Vision is a fully Independent Financial Planning Network that specialises in dealing with High Net Worth clients.My role is two fold. Firstly to help our IFA's develop their business through hands on coaching and development and secondly to recruit quality IFA's into the Vision network.I am especially looking to recruit IFA's that are used to dealing with and currently have a High Net Worth client base in the South West, in particular around the Bristol, Devon and Somerset areas.Vision is a great place to work and the terms and proposition for IFA's is one of the best in the market place, please feel free to contact me on 07814407244 if you would be interested in joining the Vision family.

Apr 2015 - Present

Deputy Area Commercial Director

Hsbc

South Devon And Cornwall

Responsible for the development and management of 10 Commercial Relationship Managers operating in the SME market. Assisting businesses in the South Devon & Cornwall Area to grow through proactive lending solutions and to break into new markets both domestically and internationally. Designed and delivered Regional training programme to Relationship Managers and Area Directors around Strategic Business Reviews.

Aug 2013 - Dec 2014

Regional Manager Commercial Insurance & Investments

Hsbc

South West & Wales Region

Regional Head of Commercial Wealth. Leading the Wealth Management sales teams across the South West & Wales Region. Responsible for the development and coaching of the Regulated sales force across the Region whilst delivering the income plan. Also responsible for compliance, sales quality and ensuring that customers are treated fairly.

Nov 2008 - Jul 2013

Regional Financial Planning Manager

Hsbc

Bristol - South West Region

Leading a team of regulated Sales Managers across the Retail Business. Overall responsibility for the Retail plan and advisors across Investments, Pensions, Mortgages and Protection.

Oct 2007 - Oct 2008

Area Financial Services Manager

Hsbc

Bath, United Kingdom

Leading a team of Sales Managers across all sectors of Financial Planning.

Jan 2006 - Sep 2007

Sales Manager

Hsbc

Cheltenham, Gloucestershire, United Kingdom

Sales Manager of IFA's across Cheltenham & Gloucester Area.

Sep 2003 - Dec 2005

Financial Planning Manager

Hsbc

Newbury, Berkshire, United Kingdom

Providing regulated advice to Retail and Commercial customers across a number of areas including Mortgages, Investments, Pensions and Protection.

Jun 2000 - Aug 2003

Hotelier

Self Employed - Hotelier

Salcombe, Devon, United Kingdom

Proprietor of small hotel.

1997 - 2000 ~3 yrs

Bond Trader

Credit Lyonnais

London, United Kingdom

Head of European Govt Bond trading

1994 - 1996 ~2 yrs

Bond Trader

Deustche Bank

London, United Kingdom

European Debt bond trader. Floating rate note trader.

1991 - 1994 ~3 yrs

Vice President

Ubs

London, United Kingdom

$Floating Rate Note Trader.Medium Term Note Trader

1986 - 1991 ~5 yrs
Team & coworkers

Colleagues at Vision Independent Financial Planning Ltd

Other employees you can reach at visionifp.co.uk. View company contacts for 66 employees →

MR Mike Rodda Mike Rodda Colleague at Vision Independent Financial Planning LtdTorquay, England, United Kingdom View → LA Linda Archman, Ba (Hons), Acea® Linda Archman, Ba (Hons), Acea® Colleague at Vision Independent Financial Planning LtdFalmouth, England, United Kingdom View → DK Davinia Kickham Davinia Kickham Colleague at Vision Independent Financial Planning LtdUnited Kingdom View → SE Steve Edwards Steve Edwards Colleague at Vision Independent Financial Planning LtdTrispen, England, United Kingdom View → AW Allan Williams Dippfs Cemap Allan Williams Dippfs Cemap Colleague at Vision Independent Financial Planning LtdGreater Exeter Area, United Kingdom View → MF Martin Fisher Martin Fisher Colleague at Vision Independent Financial Planning LtdSalisbury, England, United Kingdom View → MC Michael Captieux Michael Captieux Colleague at Vision Independent Financial Planning LtdHemel Hempstead, England, United Kingdom View → GT Gail Thompson Gail Thompson Colleague at Vision Independent Financial Planning LtdWoolaston, England, United Kingdom View → RJ Richard Jones Richard Jones Colleague at Vision Independent Financial Planning LtdTruro, England, United Kingdom View → CG Claire Gagg Dippfs Certpfs (Dm) Certcii (Mp) Claire Gagg Dippfs Certpfs (Dm) Certcii (Mp) Colleague at Vision Independent Financial Planning LtdUnited Kingdom View →
3 education records

Phil Towner education

Education record

Greenshaw High School

Education record

Ravensbourne School, Bromley
FAQ

Frequently asked questions about Phil Towner

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

What company does Phil Towner work for?

Phil Towner works for Vision Independent Financial Planning Ltd.

What is Phil Towner's role at Vision Independent Financial Planning Ltd?

Phil Towner is listed as Head of Wealth at Vision Independent Financial Planning Ltd.

What is Phil Towner's email address?

AeroLeads has found 1 work email signal at @visionifp.co.uk for Phil Towner at Vision Independent Financial Planning Ltd.

Where is Phil Towner based?

Phil Towner is based in United Kingdom while working with Vision Independent Financial Planning Ltd.

What companies has Phil Towner worked for?

Phil Towner has worked for Vision Independent Financial Planning Ltd, Hsbc Commercial Banking, Hsbc, Self Employed - Hotelier, and Credit Lyonnais.

Who are Phil Towner's colleagues at Vision Independent Financial Planning Ltd?

Phil Towner's colleagues at Vision Independent Financial Planning Ltd include Mike Rodda, Linda Archman, Ba (Hons), Acea®, Davinia Kickham, Steve Edwards, and Allan Williams Dippfs Cemap.

How can I contact Phil Towner?

You can use AeroLeads to view verified contact signals for Phil Towner at Vision Independent Financial Planning Ltd, including work email, phone, and LinkedIn data when available.

What schools did Phil Towner attend?

Phil Towner holds Bsc Hons, Social Sciences - Politics And Statistics from University Of Leicester.

What skills is Phil Towner known for?

Phil Towner is listed with skills including Investments, Team Leadership, Wealth Management, Pensions, Retirement Planning, Financial Services, Relationship Management, and Banking.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Phil Towner you were looking for.

Philip Towner
Philip Towner
Interconfessional Diploma In Theory And Practice Of Bible Translation (Idbt)
Hoboken, Nj
3 email domains
View similar profiles