Tim Phillips, Custodis Financial Planning Ltd

View Tim Phillips profile
Custodis Financial Planning Ltd
Member of the Bridgwater BoB Club

Custodis Financial Planning Ltd Independent Financial Adviser
58, Romney Road
North Petherton
Area Coordinator

Business Description

Having been involved in the Financial Services Industry for over 25 years, I have witnessed the good, the bad and the ugly with regards to what life throws at individuals and businesses along with the financial consequences.

Whilst sadly, we cannot always avoid the challenges life brings, I do firmly believe we can influence the financial outcomes. This is why I am passionate about the services I offer my clients.

My ultimate goal is to help clients make informed decisions on all aspects of their financial planning. I help clients make sense of their current financial situation including their short, medium and long term strategies whilst carefully considering and highlighting any risks that could derail their goals and plans.

I work closely with my clients in the following areas:

  • Investment and Retirement Solutions - Pre and Post Retirement
  • Wealth Management
  • Inheritance Tax Planning

Business and Personal Protection - Key Man Insurance, Shareholder Protection, Life Cover, Critical/Serious Illness Cover, Income Protection.

My clients include:

  • High-net worth individuals
  • Company Directors
  • Business Owners
  • Entrepreneurs
  • Retirees
  • Employed Individuals

To arrange an initial discussion or meeting Call: 07518378073 or Email: tim.phillips@custodisfp.co.uk

Please note, the cost of the initial meeting is borne by Custodis Financial Planning Ltd.

Accreditations & Qualifications

Tim Phillips, DipPFS

  • The Chartered Insurance Institute (CII) - Financial Planning Certificate
  • CII Level 3 Certificate in Mortgage Advice
  • CII R01 Financial Services, Regulation & Ethics
  • CII R06 Financial Planning Practice
  • CII Diploma in Financial Planning
  • Member of the Personal Finance Society