Call: 01539 561901

Phil Williams

I have a BA degree in Management Studies and have been working in Financial Services since 2006, soon after graduating. From the beginning I was keen to become a qualified adviser as soon as possible, so the first year involved studying and completing various exams, initially to meet the requirements at that time. From then onwards I started advising as planned, but at the same time continued my studies and gained more industry qualifications to further enhance my knowledge and help me to provide quality advice. By 2012 and 20-odd exams later, I had achieved chartered and fellowship status with the Chartered Insurance Institute. In 2015 I also gained the ‘pension transfer specialist’ qualification, enabling me to advise on occupational pensions. 

I spend the majority of my time out of work with my family, doing DIY and getting out in the fresh air wherever possible.