Tim Phillips, Custodis Financial Planning Ltd

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

Custodis Financial Planning Ltd Independent Financial Adviser
58 Romney Road
North Petherton
TA6 6WQ
Directors and Business owners with no clear exit/contingency plans. Individuals who wish to review their pension, investment and protection plans.
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.

                                                                                                                             

 

My Recommendations

I needed to arrange a will for both myself and my ex-husband as well as Lasting Power of Attorney for both of us and adequate income protection and critical illness cover. Tim explained everything in a way that was easily understood and helped us through the whole process. He was easy to contact and responded quickly to questions and the whole process has been much easier than I anticipated due to his guidance. I would whole-heartedly recommend him for anyone needing to look at their business or personal protection needs.

from Maria O'Sullivan

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