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Spending time with his family provides Phil with the most enjoyment; however, he is also heavily involved with the local community, winning awards such as Volunteer of the Year (2020). Currently Chair for the Leeds & District Basketball Leagues, Phil has previously held a variety of other voluntary positions including Non-Executive Director of a Yorkshire education trust.
As an active participant in various business catalyst and angel investor networks he has established a strong presence within the Yorkshire Entrepreneur market. This includes regularly chairing masterclasses for Connect Yorkshire, a not-for-profit organisation to help Yorkshire businesses grow.
Phil holds degrees in Finance, Business, Psychology and Sport. He is a Chartered Wealth Manager, a Chartered Financial Planner and a Fellow by examination of the Personal Finance Society, Chartered Insurance Institute and Chartered Institute of Securities & Investments.
Phil has received numerous industry awards and recognition during his career. These include being shortlisted as Young Private Banker of the Year (Spears 2013), Next Gen of Global Leaders, (HSBC 2013), Industry Rising Star (Spears 2014), Top 100 UK Leaders (HSBC 2015), Top Regulated Supervisor (HSBC Private Bank 2015), Director of the Year (Yorkshire Financial Awards 2019 & 2020, Winning in 2021), Diversity and Inclusion Leader of the Year and Leeds City Region Leader of the Year (Northern Leadership Awards 2023), Private Banker / Investment Manager of the Year (Citywealth Magic Circle 2024), Mentor of the Year and Finance Leader of the Year (Yorkshire Leadership Awards 2024).
Phil advises a small number of very high value clients and their wider family. Supporting them with the challenges they face in fulfilling their hopes, dreams and aspirations.
