Philip joined Progeny as a Paraplanner in November 2018, having previously worked in a similar role at Evolve Financial Planning, which was acquired by Progeny Wealth. Since joining Progeny, he has quickly gone on to become a Financial Planner. He is Diploma qualified and has recently achieved Chartered status.
In addition to working with his own clients Philip takes great satisfaction in supporting other Planners with the company with the Progeny’s comprehensive cashflow system. When not at work Philip lives in Surrey with his wife and daughter, who joined the family in early 2018. In his spare time Philip is learning German and enjoys jogging around the woods and fields near his home.
