Phillip Instone Cemap
Financial Planning Director @Pgi Financial Ltd
Signup · Get unlimited contacts
WORK HISTORY
Financial Planning Director @Pgi Financial Ltd
GB
Independent Whole of market Financial Advice, specialising in wealth management approaching & during retirement, delivered with an equally high commitment to client relationships.Includes Investment construction, Pension advice, Tax & Estate planning, Trusts & bespoke portfolio management. Also includes the use of offshore providers such as the IOM and Dublin where applicable.Manages mainly Multi Asset widely diversified solutions for personal, trust & pension clients, & sources products from the Whole of the Market, utilising mainstream investment companies & DFM\'s such as Brewin Dolphin, Old Mutual, FundsNetwork, Quilter Cheviot etc.
SKILLS
ABOUT PHILLIP INSTONE CEMAP
PGI Financial is a trading name of Fairstone Financial Management Limited. Fairstone…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.