Phil first joined Killik & Co in March 2016. He returned to the firm in August 2022 having moved to Australia in March 2020 to provide pension advice to UK expats. Phil has experience in all aspects of personal finances.
This includes helping clients meet their short, medium and longer term goals by developing tailored plans that
allow his clients to spend more time doing the things they want to do.
As a Chartered Financial Planner, Fellow of the Personal Finance Society and a Pension Transfer Specialist (PTS), Phil has a particular interest in lifetime cashflow planning, estate and succession planning, and in pensions and retirement planning. Phil especially enjoys developing ongoing relationships with his clients and is an advocate of including financial education as part of his advice.