Phil Whitehead

Financial Planner (West Lancashire)


Phil has over 16 years’ experience within financial services and prides himself on the strong, long-lasting relationships he has with his clients. He firmly believes in the value of sound, trusted advice and places the upmost importance on individual needs and circumstances.

A holistic financial planner, Phil provides bespoke advice ranging from investments, pensions, protection as well as estate and inheritance tax planning.

Professional Qualifications

Dip PFS – Diploma in Financial Planning
Certs CII (MP & ER) – Mortgage Advice & Equity Release
CF8 – Long Term Care
AF5 – Financial Planning Process


Phil and his family live in West Lancashire. He is a keen sports fan, enjoys travel and has a passion for music (playing guitar and watching live bands when he gets the chance).