Phil Daw
DipFA
I spent 15 years in Corporate IT sales before deciding to retrain as a Financial Adviser in 2016 and completing the Diploma in Financial Advice (DipFA) in August 2017. I have also completed additional qualifications in Mortgages & Protection, Equity Release and Long-Term Care Insurance.
I see my role as providing an approachable and accessible Financial Planning service to my clients. I am committed to building trusted long-term relationships and will work with you to fully understand your current situation and future aspirations before recommending an appropriate plan of action.
I live in Frensham, Surrey with my Wife and 2 girls, 4 horses and far too many pets!
Other than riding, I also enjoy skiing (when I can) and cycling.
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.
