Senior Partner Practice of St. James's Place Wealth Management
Phil joined AMG Wealth Management in November 2018 as a Wealth Manager after spending the first part of his career helping schools, clubs and individuals achieve their aims and aspirations through PE and school sport at Amber Valley School Sport Partnership. Having built up at successful charity in Amber Valley, Derbyshire he also understands the requirements to run a successful business.
Phil has been a client at AMG Wealth Management for over 10 years before deciding to utilise his existing skills and join the team to now support clients like himself to help achieve their financial goals and objectives. He is a graduate of the St. James’s Place Academy as an Associate Partner and holds the CII Diploma in Regulated Financial Planning (DipPFS).
He enjoys football and is an avid cycling enthusiast outside the office. Phil is married with a daughter who he enjoys teaching about the importance of prudent saving.
The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
AMG Wealth Management Ltd is registered in England and Wales, Number 7242453. Registered Office: Park Farm Drvie, Allestree, Derby, DE22 2QP.