Phil Davey

Phil is a Chartered Financial Planner and has been an IFA for over 20 years and has worked in financial services since 1979. Phil set up Professional Wealth Management Investment Services Ltd (PWMIS) in April 2012 as an appointed representative of PWM Ltd. Phil specialises in advising High Net Worth clients and works closely with their professional advisers. Phil has been ably assisted by his administrator Karina for over 20 years, although she doesn’t think she’s that old. Phil is known to enjoy a day at the races and his visits to London to meet up with his City connections.

Qualifications

Advanced Diploma:

• F10 – Taxation & Trusts
• G30 – Corporate Financial Planning
• G60 – Pension Transfer Specialist
• G70 – Investment Portfolio Management
• AF5 – Financial Planning Process

Diploma:

• CF6 – Mortgage Advice
• RO1 – Financial Services, Regulation & Ethics
• RO3 – Personal Taxation
• RO4 – Pensions & Retirement Planning
• RO6 – Financial Planning Practice
• SV1 – Savings & Investments
• FP1&2 – Financial Planning Certificate