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Our Team
Find out more about us
Phil has been with Ethical Investors for over 13 years, following many years working for Friends Provident helping advisers with their own clients.
With over 35 years of experience in the industry, Phil has certainly witnessed significant changes in the investment and pension industry, which has helped shape the way he delivers financial advice to his clients.
Whether your values align with anti-animal testing, anti-weapon production, or investing in clean and sustainable energy, Phil will help you to meet your financial goals whilst endeavouring to meet any ethical criteria you may have. Good investment advice is only one piece of the puzzle, it is vital to understand someone’s circumstances to develop a clear financial path.
When he isn’t working, he enjoys gardening, travelling and delving into his next DIY project.
where we are
01242 539 848
Formal House
Third Floor
60 St Georges Place
Cheltenham GL50 3PN
info@ethicalinvestors.co.uk 