Steve Phillips - Director
Qualifications: Associate of the Chartered Insurance Institute (ACII), Advanced Financial Planning Certificate (G60 Exam), Financial Planning Certificate (FPC)
Position: Chartered Financial Planner, Director
Direct Tel: 0115 8400 335
Office: 0115 8400 333
Fax: 0115 8400 323
Steve Phillips is a Director of Firth & Scott Financial Services Ltd, joining on its formation in January 1988. He had fifteen years previous financial services experience with Norwich Union and he qualified as an Associate of the Chartered Insurance Institute in 1979 and has recently been granted Chartered Financial Planner status.
Due to experience gained he has a good all round knowledge of all aspects of financial services work but the majority of his time now is spent on pension and inheritance tax planning for companies and Company Directors. To help in the advice process the G60 exam of the Advanced Financial Planning Certificate has been passed to enable a full pension advisory service to be available to his clients.
