
At PG Wealth, financial wellbeing is at the heart of our offering. Providing holistic, financial planning services to families and individuals covering Retirement, Investment and Protection Planning.
After graduating from the St. James's Place Financial Adviser Academy in 2015, Phil set out his journey and soon founded PG Wealth Ltd. The Practice is based in Downham, Essex, providing holistic financial planning advice to clients within London, and more widely throughout the South East of England.
PG Wealth are committed to staying at the forefront of the industry by continuously enhancing our knowledge and expertise. We place a strong emphasis on personal development, ensuring that our insights remain relevant in an ever-evolving financial landscape. More than just advisors, we take pride in building lasting, trusted relationships with our clients. This dedication allows us to deliver a well-rounded, professional, and principled service tailored to each individual needs.
Phil boasts an impressive 37-year career in Financial Services, which began in 1976 in the heart of The City when he stepped onto the floor of the London Stock Exchange as a 17-year-old ‘Blue Button.’ Rising through the ranks, he became a fully qualified Member of the Stock Exchange in 1985, witnessing and contributing to the industry’s transformation from traditional open-outcry trading to the digital age of electronic dealing. Throughout his career, Phil held key roles as a Market Making Director at several leading stockbroking firms, navigating the fast-paced evolution of Pan-European markets. After decades, he brought his wealth of experience to the SJP Partnership, where he continues to provide expert financial guidance with the same passion and dedication that defined his career.
Phil is a passionate sports enthusiast, having played a lifetime of football and cricket, but with golf now taking up most of the time outside of office hours, captaining two societies at the present time. Charity plays an imperative role and is a working member and Trustee of the Stock Exchange Veterans Charity Committee and regularly participates in events. Phil’s greatest joy comes from his family, with his wife Elaine, three children and five grandchildren, at the heart of everything he does.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 13/03/2023
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.