Philip Kingscott DipPFS

Philip Kingscott DipPFS

Private Client Director

Who do I work with?

I have been involved in Financial Services for 30 years. I help individuals, families and business make sound financial decisions to help achieve their goals. I work mainly with clients in the Southeast of England and I have a strong relation with Accountants and Solicitors where many of my client referrals emanate. My advice is provided in a fee basis with the first consultation carried out on a non-cost no obligation basis. I utilise the latest financial planning software to demonstrate the initial plan which is then reviewed regularly to ensure it remains on track.

About me?

Outside of work I enjoy most sports but other than golf I tend to be a taxi service for my children’s sporting activity.

Contact Info

Location Home Counties, London
Specialisms Holistic Wealth Planning, Cashflow Planning & Modelling, Retirement Planning, Estate & Succession Planning
Qualifications Diploma in Financial Planning (RQF Level 4), Pension Transfer Specialist, Long Term Care (CF8)
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