- Inheritance Tax Planning
- investment planning
- family protection
- Income Protection
- Wealth Management
- Employee Benefits
- Insured Employee Benefits
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.
St James's Place Wealth Management
Associate Partner- Current
Senior Consultant100+ Employees 2017 - 2018
Senior Consultant100+ Employees 2007 - 2017
Leeds Grammar School1973 - 1978
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.