Phil Staton

DipFA
Wealth Planner

Phil has worked in the financial services industry for almost 20 years. He specialises in creating Lifetime Financial Plans for his clients with the aid of Cashflow Forecasting, providing sound and trustworthy advice that adapts as clients’ needs change over time.

Phil’s hobbies include golf and football. He recently retired from coaching within Truro City’s youth development squad.

Phil is studying to become a Chartered Financial Planner. His other qualifications include DipFA.

01752 762 140 / 07816 509514

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