Phil Clerkin, Chartered MCSI

Director

Bio:

Phil is married to Beth with two children and a very energetic Border Terrier.

With over 15 years’ experience dealing with clients’ Personal and Corporate requirements, Phil has developed a broad range of skills to assist Clients in developing goals and achieving them in the most efficient way possible.

With Phil’s experience in the Corporate market, he applies business focused strategies to achieve effective long-term solutions for the myriad of opportunities and challenges which companies face today. Phil regularly guides his clients through aspects of creating exit, sale or retirement strategies for directors or other key employees.

If you are uncertain about any aspect of personal financial products or planning or don’t have the time deal with this in detail, LWM Wealth will be able to investigate the full situation providing you with full reporting along the way and implement an efficient plan for your future security and peace of mind.

If your company needs advice or guidance on any financial aspect of the business, the team at LWM Wealth can take the work off your desk, enabling you to get on with running your business.

Phil enjoys the outdoors and spends much of his spare time mountain biking and road cycling and along with the rest of the family, fell and mountain walking is another pastime of his.

Favourite book:

Sapiens by Yuval Noah Harari

Perfect holiday destination:

Australia

Favourite meal:

Fresh Italian cuisine with the family!

libertas2019Phil Clerkin