Phil Davey

Phil Davey (PWMIS Ltd – Director / Chartered Financial Planner)

Location: 1 Lambton Road, Jesmond, Newcastle upon Tyne NE2 4R

Position: Director

Email:

Tel: 0191 261 4804

Mobile: 07947 009621


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