Phil is married to Beth, and they share a busy and fulfilling life with their two children and an energetic Border Terrier.

With over 25 years of experience working closely with clients to meet both personal and corporate financial goals, Phil brings a wealth of expertise and a client-focused approach to his work. He is dedicated to helping individuals and businesses develop clear strategies to achieve their objectives efficiently and effectively.

Phil’s extensive knowledge of the corporate market enables him to provide business-focused solutions tailored to the unique challenges and opportunities faced by companies today. Whether it’s crafting exit, sale, or retirement strategies for directors or key employees, or navigating complex financial decisions, Phil offers invaluable guidance to ensure long-term success.

For individuals who feel uncertain about financial planning or lack the time to manage it comprehensively, Phil and the team at Libertas can provide a full review of your financial situation. Through clear communication, detailed reporting, and strategic planning, they help clients secure their financial future with confidence and peace of mind.

For businesses, Libertas offers comprehensive advice and support, taking the financial planning burden off your plate so you can focus on running your company.

In his free time, Phil enjoys outdoor adventures, including mountain biking, road cycling, and hiking with his family. Whether it’s exploring the hills or tackling challenging mountain trails, he’s passionate about staying active and embracing the great outdoors.