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Shortlisted for Financial Adviser Firm of the Year in the Money Marketing Awards 2017

Philip Forrester

Georgina Partridge
Ross Yiend
Mark Croxford
Andrew Richards
Alex Wild
Ruban Sanmuganathan FPFS
Philip Forrester
Sebastian Hurst
Mark Coomber
Tom Diaper
Kiram Bhaker
Emma Keigan
Tiffany Cowland
Lucy Lindsay

Philip Forrester
Chartered Financial Planner

Having graduated with a degree in Physics, Philip started his working life in investment banking with Deutsche Bank and later WestLB. He then served as Finance and Operations director of a retail company before becoming a financial adviser in 2007.

Philip understands and appreciates the responsibility that comes with helping clients achieve their financial goals. He achieved chartered status in 2012 and has a particular interest in retirement and IHT planning. His client base is very varied including university professors, barristers, the self-employed and the fully retired.

Outside of the office Philip is kept busy ferrying his son to numerous weekend football matches as well as pretending he knows what he is doing as a linesman. He has an ambition to be fluent in French and Italian.