Professional Wealth Management

Phil Davey

Phil Davey

Position: Director

Email: phil@pwmis.co.uk

Mobile: 07947 009621

Phil is a Chartered Financial Planner and has been an IFA for over 25 years and has worked in financial services since 1979. Phil specialises in advising High Net Worth clients and works closely with their professional advisers.

Following a successful spell working with a firm of Chartered Accountants Phil launched PWMIS Ltd in April 2012, as an appointed representative of PWM Ltd. After a decade of building a successful and highly respected IFA practice, Phil, together with Stephen and Andrew sought to put in place our own succession plan to ensure the continued long-term success of the business and ensuring our clients will be well looked after for many years to come. We chose to partner with Independent Wealth Planners UK, IWP and develop a regional hub with PWM at its core. Phil is the Chief Operating Officer and is responsible for the overall day-to-day management of the business while still working with his clients to achieve their financial goals.

Phil is married to Margaret with two children, Lawrence and William and now proud grandfather of Benjamin, Charlotte and Martha. Phil is known to enjoy a day at the races and his visits to London to meet up with his City connections

Qualifications

Advanced Diploma:

F10 – Taxation & Trusts
G30 – Corporate Financial Planning
G60 – Pension Transfer Specialist
G70 – Investment Portfolio Management
AF5 – Financial Planning Process

Diploma:

CF6 – Mortgage Advice
RO1 – Financial Services, Regulation & Ethics
RO3 – Personal Taxation
RO4 – Pensions & Retirement Planning
RO6 – Financial Planning Practice
SV1 – Savings & Investments
FP1&2 – Financial Planning Certificate