Experience

Timms Wealth Management Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Apr 2020 - Present

  Providing holistic financial advice to help my clients achieve their goals. Providing holistic financial advice to help my clients achieve their goals.



The Fletcher Group Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Wealth Manager at The Fletcher Group, Senior Partner Practice of St. James's Place Wealth Management

  • Mar 2017 - Apr 2020

  In March 2017 Philip was invited to join the St. James's Place Partnership and joined an established practice called The Fletcher Group Limited where, with a team of support staff and financial specialists, he continues practicing in providing specialist advice in Investment Planning, Retirement Planning, and Inheritance Tax Planning.Message from Philip: -The financial world of today and tomorrow is both ever changing and complex. This inevitably presents a majority of people, who lead busy lives, with very little time to manage their financial affairs, however at one time they will need to seek professional advice to achieve their financial goals.I recognise that everybody’s financial situation is different and going forward, if any financial advice is to add value, it must first be focused around a comprehensive overview of your current financial circumstances.As a Senior Partner Practice of the St. James's Place Partnership, the team and I are in a strong position to provide our clients, both individuals and business owners, with a wealth management service that has a quality of advice that is specific to their needs and maintains a high degree of integrity at all times.Our mission statementWe pride ourselves as being a team of successful people working at the top end of the Wealth Management industry as an integral part of St. James's Place.Offering financial advice services to selected clients, to build trusted profitable relationships.I look forward to hearing from you to discuss how I can add value to your financial affairs by becoming your Wealth Manager, and working together to build a trusted and valued relationship.



Prudential UK

• United Kingdom
• Financial Services
• 700 & Above Employee

• Partner

  • Feb 2016 - Jan 2017

  Providing holistic financial solutions to meet my clients objectives. Providing holistic financial solutions to meet my clients objectives.



Wren Sterling

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Consultant

  • Mar 2010 - Jan 2016

  I was an Independent Financial Adviser who worked with private clients and business owners, advising on individual/corporate pension schemes, tax efficient investment strategies, individual/business protection, and all aspects of financial planning. I was an Independent Financial Adviser who worked with private clients and business owners, advising on individual/corporate pension schemes, tax efficient investment strategies, individual/business protection, and all aspects of financial planning.



Fountain Independent Ltd

• Independent Financial Adviser

  • 2008 - 2010



DoCare Limited

• Commercial Manager

  • 2007 - 2008



Corin Group

• United Kingdom
• Medical Equipment Manufacturing
• 400 - 500 Employee

• IT Systems Engineer

  • 2005 - 2007



Elite Computer Staff

• Recruitment Consultant

  • 2003 - 2005



Categoric Software

• Marketing Executive

  • 1999 - 2003



GCC Technologies

• Warehouse Manager

  • 1997 - 1999