Phil has over 30 years experience in the financial services industry, including 20 years with Grayside, having joined in 1995. He was appointed as Grayside's Compliance Officer in 1996, was subsequently appointed as a Director in 2002, and became one of the company's shareholders in 2007. He was appointed Company Secretary in January 2012.
He is an Associate of the Chartered Insurance Institute (ACII) as well as holding the Financial Planning Certificate (FPC) and Certificate in Mortgage Advice & Practice (CeMAP), although he does not personally provide financial advice to clients. As champion of Grayside's Treating Customers Fairly policy, his most important role is to ensure that the advice given by our advisers is clear, fair and not misleading.
Phil is married to Erica. He is a long serving member of the Army Reserve (Territorial Army), and currently holds the position of Mortar Platoon Commander of A Company, 3rd Battalion, The Princess of Wales's Royal Regiment - Surrey's Army Reserve infantry company based in Farnham.
ACII, FPC, CeMAP
55 High Street
Epsom, Surrey KT19 8DH
Fax: 01372 724988
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