David Phillips
MBA, BSc (Hons), MIoD, MIIE, I.Eng, DipFA
I have worked in financial services for 15 years. I was invited to join St. James's Place Wealth Management in 2012 as a Partner Practice.
I am a qualified Financial Planner and I have reached the necessary level of professional competence required within the Financial Services Industry.
About
I have worked at both senior management and board level within a number of corporate companies including American Express. I retain a direct interest in corporate affairs having worked internationally with direct responsibility for diversified and multi cultural teams. As such I retain a love for international travel and exposure to other peoples cultures and lifestyles.
Married with two dogs and three adult children. I live in the village of Studley which is between Calne and Chippenham in Wiltshire. Managing a successful business keeps me very busy. I also have a passion for all types of music and enjoy the musical life of my son Nathan studying at the Academy of Music in Guildford for his degree in Music. I also enjoy visiting the theatre.
Testimonials
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.
