Philip Sullivan BA (Hons) DipPFS
Financial Planner
T: 01483 224766
E: philip@icl-ifa.co.uk
Location: Guildford, Surrey
Philip has been with Informed Choice since its formation in 1994 and is proud of this long term relationship.
After graduating from the Polytechnic of Central London following his studies in Business Studies and Economics, Philip joined Legal & General as a Company Representative in 1988.
He made the move to become an Independent Financial Adviser when he joined Informed Choice in 1994.
Philip holds the Diploma in Financial Planning and is currently studying to become a Chartered Financial Planner. He is a member of the Chartered Insurance Institute.
He specialises in providing a personal service and building long term relationships with clients, many of whom have now been with him for over 20 years. This long term commitment to clients helps his clients to understand their financial future and prepare for it accordingly.
The key financial planning areas for his clients are:
-Reducing personal income and corporation tax and investing efficiently
-Understanding risk within investment markets
-Managing investment and retirement planning and working how best to take benefits later in life
-Reducing inheritance tax and helping individuals going through divorce
-Protecting and managing their wealth
Philip is on the record for saying that the most important thing he can do for clients is to regularly review their circumstances, provide annual reports and set up meetings to constantly update financial plans.
Outside of work Philip is a keen tennis player and has built up a buy to let portfolio over the last 15 years, which has given him another range of relevant investment experience to share with his clients.
You can contact Philip by calling him on 01483 224766 or by emailing philip@icl-ifa.co.uk.
You can follow Philip on Twitter @PSullivanIFA.
