Teresa Marshall (Surrey)

Since starting to work with Phil almost a year ago, I have found him to be extremely knowledgeable, professional and courteous. He places great importance on understanding a client’s individual situation and advising accordingly on the best course of action, taking into account both financial and life goals.
He is proactive in making contact and suggesting solutions, and efficient in giving timely responses to queries. All this is delivered in a warm, friendly and understanding way.
It is a real pleasure to work with Phil and I would not hesitate to recommend him to others. Thank you Phil!

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