Tim Phillips Email & Phone Number

Having been in the Financial Services Industry for over 34 years, I have witnessed the good, the bad and the ugly with regards to what life throws at individuals and businesses and as a result the financial consequences.Whilst sadly, we cannot always avoid the challenges life brings, I do believe we can influence the financial outcomes in many of these situations. From personal experience, this is why I am passionate about what I offer my clients.My ultimate goal is to help my clients make an informed decision on all aspects of their financial planning. I help clients make sense of their current financial situation along with their short, medium and long term planning strategies whilst carefully considering and highlighting any risks that could derail their goals and plans.I work closely with my clients in the following areas:Investment and Retirement Solutions - Pre and Post Retirement.Wealth Management.Inheritance Tax Planning.Business and Personal Protection;Business Protection, Life, Critical Illness and Income Protection.Outside of Work..I enjoy spending time with my family which includes a border collie (my shadow).I also follow Exeter Chiefs and Wales at rugby and enjoy, cycling, tennis, travelling and reading.

Listed skills include Financial Planning, Financial Services, Investments, Management, and 21 others.

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  Chartered Insurance Institute

  Dip,Pfs