Phil Hart - Director

Phil has a degree in Business and started his career in Mazars the Chartered Accountants where he worked as a Paraplanner in their Financial Services Division.  Phil then moved to Aegon to work as a Pensions and Investment Consultant and went on to pass the G60 (Pension Specialist) qualification. After 5 years, Phil moved to the Bank of Scotland and became a Corporate Advisor in their Business Banking Team.

Phil enjoys helping clients navigate the maze of financial planning to understand their options and associated implications. He is also proactive in resolving problems and identifying a route forwards.  Phil's expertise and experience covers pension and retirement planning, employee benefits, tax mitigation and protection.  Phil is qualified up to Diploma Status (Dip PFS) and is currently working towards Chartership.

When he is not working, Phil enjoys spending time with his family and socialising with friends. Phil’s hobbies include golf, running and mountain biking.