Our planners are dedicated to providing you with the best possible strategies and advice to suit your particular circumstances. Below is a short biography for each together with their contact telephone number. For further contact details please see our "Contact Us" page.
Phil has served on the boards of the Financial Services National Training Organisation (FSNTO) and the Financial Services Skills Council (FSSC). She was a member of the Qualifications and Curriculum Authority's Financial Services Training and Advisory Group; the FSSC's Standards and Accreditation Committee, and the Small Business Practitioner Panel of the Personal Investment Authority. Phil was president of Hertfordshire-based Business Women's Network and has acted as a mentor for the University of Hertfordshire Women's Entrepreneurs Postgraduate course. Phil currently serves as a non-executive director of Riversmead Housing Association, based in Hertford. Phil also acts as a mentor for other financial planners using the Prestwood financial planning software.