Philip joined Progeny in November 2018, having previously worked as a Paraplanner at Evolve Financial Planning, which was acquired by Progeny Wealth. He is Diploma qualified and is currently working toward Chartered status.
Philip takes great satisfaction in supporting the Financial Planners in their work with Progeny’s clients. His role ranges from building initial financial plans to drafting the formal recommendation letters following review meetings.
He lives in Surrey with his wife and daughter, who joined the family in early 2018. In his spare time, Philip is learning German and also enjoys jogging around the woods and fields near his home.