Phil Allen

Wealth Planner

Philip is a wealth planner with over 20 years’ experience working within financial services.

After gaining an in depth understanding of his clients’ financial circumstances, he works closely with them to provide a holistic financial planning service, enabling them to achieve their needs, future goals and retirement aspirations.

In his free time he is a keen sportsman playing a number of sports with his preference being tennis which he plays both socially and competitively in the Warwickshire leagues.

07387 261 732

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