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.
He has recently retired from the Army Reserve (Territorial Army) after nearly 30 years’ service, having risen to the rank of Warrant Officer (Class 2), and holding positions including Company Sergeant Major and Mortar Platoon Commander. He is now able to enjoy more spare time with his wife Erica and their young son.
ACII, FPC, CeMAP
55 High Street
Epsom, Surrey KT19 8DH
Fax: 01372 724988
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