Philip Wort
Retired at Self Employed-
Verified
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Topline Score
Bio
Graham Bettany
Phil is a knowledgable personal finance professional. My family and I have trusted him for many years and value his advice is greatly appreciated. I highly recommend Phil for mortgage and pension planning.
Lisa Hall
I have used Philip on numerous occasions for assistance with my personal finances. On every occasion he has exceeded my expectations, has provided me with solutions & a service that is 2nd to none. I would not hesitate to recommend Philip.
Graham Bettany
Phil is a knowledgable personal finance professional. My family and I have trusted him for many years and value his advice is greatly appreciated. I highly recommend Phil for mortgage and pension planning.
Lisa Hall
I have used Philip on numerous occasions for assistance with my personal finances. On every occasion he has exceeded my expectations, has provided me with solutions & a service that is 2nd to none. I would not hesitate to recommend Philip.
Graham Bettany
Phil is a knowledgable personal finance professional. My family and I have trusted him for many years and value his advice is greatly appreciated. I highly recommend Phil for mortgage and pension planning.
Lisa Hall
I have used Philip on numerous occasions for assistance with my personal finances. On every occasion he has exceeded my expectations, has provided me with solutions & a service that is 2nd to none. I would not hesitate to recommend Philip.
Graham Bettany
Phil is a knowledgable personal finance professional. My family and I have trusted him for many years and value his advice is greatly appreciated. I highly recommend Phil for mortgage and pension planning.
Lisa Hall
I have used Philip on numerous occasions for assistance with my personal finances. On every occasion he has exceeded my expectations, has provided me with solutions & a service that is 2nd to none. I would not hesitate to recommend Philip.
Experience
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Self Employed
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Real Estate
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1 - 100 Employee
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Retired
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2022 - Present
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CDG Financial Services Ltd
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United Kingdom
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Financial Services
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Managing Director
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2005 - 2022
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Towry Law
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United Kingdom
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Investment Banking
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Financial Adviser
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1998 - 2000
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John Charcol
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United Kingdom
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Financial Services
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Sales Manager
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1997 - 1999
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Education
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1982 - 1986
University of Nottingham
Mathematics -
1976 - 1982
Ryde School
A Levels
Community
