Expertise

  • Pensions
  • Inheritance Tax Planning
  • investment planning
  • family protection
  • Income Protection
  • Wealth Management
  • Employee Benefits
  • Insured Employee Benefits
  • ISA's

Summary

I have over 18 years experience in the finance sector and I am a Retirement Planning Specialist with the Personal Finance Society helping individuals plan and prepare for their retirement. Being a member of the Pensions Management Institute I also provide expert advice to businesses on their occupational pension schemes helping ensure employees appreciate the value of their benefits. More details are available on my website www.sjpp.co.uk/philipstoker

My advice covers all areas of wealth management, retirement planning, investment planning and wealth protection. I have expertise in the corporate arena with particular emphasis on workplace pension planning and employee benefits such as Group Life and Group Critical Illness schemes. I am also a registered Prince2 Practitioner.

As a Associate Partner of St. James's Place Wealth Management based in Leeds, my emphasis is on maintaining long term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.  Mobile 07792 679322.

 


Experience

  • St James's Place Wealth Management

    Associate Partner
    - Current
  • LEBC Group

    Senior Consultant
    100+ Employees 2017 - 2018
  • Ascot Lloyd

    Senior Consultant
    100+ Employees 2007 - 2017

Education History

  • Leeds Grammar School
    1973 - 1978

Qualifications

DipPFS Cert CII DipPMI Cert CII (MP & ER)

Diploma in Financial Planning, Certificate in Discretionary Investment Management, Certificate in Insurance, Certificate in Mortgage Advice, Certificate in Equity Release, Award in Long Term Care Insurance


Clubs and Associations

Pensions Management Institute, Personal Finance Society, Chartered Insurance Institute 


Interests and Hobbies

Armchair cricketer and bridge player.



Email Philip

Popular Financial Advisers in Lancashire

  • Pension Transfers
  • investment planning
  • Wills
  • Investment
  • family protection
  • + 3 more
  • 5 testimonials
  • 3 postings
  • Independant Financial...
  • Mortgages
  • Life cover
  • Savings & Investments
  • enterprise investment...
  • + 23 more
  • 1 testimonials
  • Protection
  • Goal Planning
  • Life cover
  • Pension
  • Investment
  • + 2 more
  • 2 postings

Find the right professionals in Lancashire

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details