philip wise ba (hons) chartered financial planner - managing director of spofforths financial planning limited
Spofforths Financial Planning Limited
Telephone: 01903 743 856
Fax: 01903 744 508
E-mail: philipwise@spofforths.co.uk
Address: 18 Old Mill Square, Storrington, West Sussex, RH20 4NQ
Philip is managing director of Spofforths Financial Planning Ltd, which gives independent financial advice to clients of the accountancy firm, its own clients and clients of many firms of solicitors. Philip spent 10 years working on technical matters for financial services companies before becoming an independent financial adviser in 1996. Philip holds the Advanced Financial Planning Certificate, including the specialist sections on pensions, trusts, investment planning and finance for businesses. As well as giving advice to his own clients, Philip supervises another and runs the company.
Principal Areas of Practice and Experience
- Planning at or near retirement for individuals
- Investment advice for individuals and trusts
- Advice to business owners
Telephone: 01903 743 856
Fax: 01903 744 508
E-mail: philipwise@spofforths.co.uk
Address: 18 Old Mill Square, Storrington, West Sussex, RH20 4NQ
Philip is managing director of Spofforths Financial Planning Ltd, which gives independent financial advice to clients of the accountancy firm, its own clients and clients of many firms of solicitors. Philip spent 10 years working on technical matters for financial services companies before becoming an independent financial adviser in 1996. Philip holds the Advanced Financial Planning Certificate, including the specialist sections on pensions, trusts, investment planning and finance for businesses. As well as giving advice to his own clients, Philip supervises another and runs the company.
Principal Areas of Practice and Experience
- Planning at or near retirement for individuals
- Investment advice for individuals and trusts
- Advice to business owners