Bobby Phillips
Chartered Financial Planner
Bobby is a highly technical and sought after professional who has achieved Chartered status. He provides advice to both businesses and private clients including investment planning, retirement planning and protection.
About
Bobby draws on his former experience working in law together with his previous business experience to ensure clients receive the highest calibre of advice.
He is extremely approachable and welcomes enquiries of all natures.
Passionate about rugby, surfing and skiing, Bobby enjoys anything that gets the adrenaline pumping.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
