Phil Jefferies



Phil joined the team in 2015 having worked in the Financial Services industry since 2006. Phil graduated from the University of Manchester in 2005 with a BA (Hons) degree, specialising in third world economics and sustainable development.


Phil has over 11 years’ experience in financial services and this has equipped him with the knowledge to advise our clients with bespoke holistic advice in a variety of financial needs.

Phil provides advisory services to corporates, business owners and individual clients.

In line with his professional background, Phil has focused on developing specialist pension knowledge to enable him to provide advisory services to his individual clients and business owners.

  • Pension funding
  • Retirement planning
  • Investment advice
  • Protection planning
  • Portfolio construction


Phil has obtained the CII Diploma in Regulated Financial Planning, DipPFS, and is a member of the Personal Finance Society (PFS).

Phil is currently studying towards becoming a Chartered Financial Planner.

BA (Hons) economics

Personal Interests

Outside of business Phil enjoys playing cricket for his local cricket team Moseley Ashfield CC and spending time with his wife Clare and son George.

Phil Says:

Fundamentally I see our roles as one of problem-solving for the client. As a result, my clients can expect to receive a holistic solution to their financial aspirations and goals.