Philip Stroud

I have worked in Financial Services since 1998 in roles ranging from Mortgage Adviser to full Financial Planner and my skillset includes the following:

• Experience in all core advice areas, as well as specialism in pension transfers, investments, inheritance tax planning and trusts.

• Achieved Chartered status from the London Institute of Banking and Finance and is a member.

• Worked across all client areas and works with both personal & business owners...

• Built a solid network of clients by providing advice and high quality service to people / business owners, clients in the mid stage of working life and people coming up to and in retirement wanting to maximise their standard of living

• A network of specially selected experts to support all your advice needs

Specific Skills:

• Investment and pre-retirement planning

• Near and post retirement planning

• Helping individuals and business to ensure they are adequately protected

Outside of work, I love to spend time with my family, walking the family dog, and at weekends follows my local football team.

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