Phil Bloxham
Non Executive Director at Ryley Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management- Claim this Profile
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Bio
Diane Wood
I have worked with Phil in his role of Development Director at Challinors; since day one, he has embraced the role with immense enthusiasm, as well as demonstrated his excellent knowledge and expertise of all considerations that surround maximising commercial potential and success for the firm. He is clearly very well connected, yet is down-to-earth, friendly and keen to listen to others points of view. Phil has an innate sense of how to empower and motivate individuals, as well as an ability to quickly and accurately grasp and understand the issues, at all levels, to create and deliver tactics and solutions that are relevant and achieve real results. He is without question a dedicated, hard-working and very approachable professional.
Diane Wood
I have worked with Phil in his role of Development Director at Challinors; since day one, he has embraced the role with immense enthusiasm, as well as demonstrated his excellent knowledge and expertise of all considerations that surround maximising commercial potential and success for the firm. He is clearly very well connected, yet is down-to-earth, friendly and keen to listen to others points of view. Phil has an innate sense of how to empower and motivate individuals, as well as an ability to quickly and accurately grasp and understand the issues, at all levels, to create and deliver tactics and solutions that are relevant and achieve real results. He is without question a dedicated, hard-working and very approachable professional.
Diane Wood
I have worked with Phil in his role of Development Director at Challinors; since day one, he has embraced the role with immense enthusiasm, as well as demonstrated his excellent knowledge and expertise of all considerations that surround maximising commercial potential and success for the firm. He is clearly very well connected, yet is down-to-earth, friendly and keen to listen to others points of view. Phil has an innate sense of how to empower and motivate individuals, as well as an ability to quickly and accurately grasp and understand the issues, at all levels, to create and deliver tactics and solutions that are relevant and achieve real results. He is without question a dedicated, hard-working and very approachable professional.
Diane Wood
I have worked with Phil in his role of Development Director at Challinors; since day one, he has embraced the role with immense enthusiasm, as well as demonstrated his excellent knowledge and expertise of all considerations that surround maximising commercial potential and success for the firm. He is clearly very well connected, yet is down-to-earth, friendly and keen to listen to others points of view. Phil has an innate sense of how to empower and motivate individuals, as well as an ability to quickly and accurately grasp and understand the issues, at all levels, to create and deliver tactics and solutions that are relevant and achieve real results. He is without question a dedicated, hard-working and very approachable professional.
Experience
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Ryley Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Non Executive Director
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Mar 2018 - Present
Ryley Wealth Management Ltd was established in 1999 with the vision to manage, protect and grow our clients’ wealth throughout their lifetime and for generations to come. We forge longstanding relationships with our clients based on trust and understanding to provide a truly holistic financial planning service tailored to the needs of each individual client. Our service incorporates all aspects of private and corporate wealth management from savings and investment planning to mortgages and protection, retirement and estate planning. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. Your home may be repossessed if you do not keep up repayments on your mortgage.
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Managing Director
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May 2014 - Mar 2018
Ryley Wealth Management Ltd was established in 1999 with the vision to manage, protect and grow our clients’ wealth throughout their lifetime and for generations to come. We forge longstanding relationships with our clients based on trust and understanding to provide a truly holistic financial planning service tailored to the needs of each individual client. Our service incorporates all aspects of private and corporate wealth management from savings and investment planning to mortgages and protection, retirement and estate planning. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. Your home may be repossessed if you do not keep up repayments on your mortgage.
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Director
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Sep 2009 - Present
Strategic Consulting, including business plan & sales strategy development. Funding advice, recruitment strategy and performance management.Please note that the services provided by Bloxham Business Services Ltd are separate and distinct from those offered by St. James's Place Wealth Management. Strategic Consulting, including business plan & sales strategy development. Funding advice, recruitment strategy and performance management.Please note that the services provided by Bloxham Business Services Ltd are separate and distinct from those offered by St. James's Place Wealth Management.
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Consultant
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Oct 2012 - Dec 2016
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Development Director
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Sep 2009 - Aug 2013
Part time position working with the partners with a brief to deliver income directly, support and coach fee earners in generating more business and drive client satisfaction. Also I am involved in the firm's acquistion strategy and have a brief to identify and approach other legal firms for possible merger/acquisition. Part time position working with the partners with a brief to deliver income directly, support and coach fee earners in generating more business and drive client satisfaction. Also I am involved in the firm's acquistion strategy and have a brief to identify and approach other legal firms for possible merger/acquisition.
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Director
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Jul 2010 - Jun 2013
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Thomas Legal Ltd
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Legal Services
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Managing Director
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Oct 2010 - Nov 2011
Solicitors providing private client and commercial services based in the East Midlands Solicitors providing private client and commercial services based in the East Midlands
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NatWest
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Banking
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700 & Above Employee
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Director
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1974 - 2009
Director Commercial Banking Derbyshire. Responsible for a team of Commercial Bank Managers working with businesses with turnover of between £1M and £25Mpa Director Commercial Banking Derbyshire. Responsible for a team of Commercial Bank Managers working with businesses with turnover of between £1M and £25Mpa
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Education
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1974 - 1980
Institute of Financial Services
Associate, Finance -
1967 - 1974
Geoffrey Chaucer, Canterbury
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