MP
Mike Phillips
Compliance And Risk Manager at Equilibrium Financial Planning
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Work Experience
Compliance And Risk Manager
Sep 2018 - Present · 6 years and 3 months
Jan 2012 - Sep 2018 · 6 years and 8 months
Supervisor, Technical Services Consultant
Jan 2017 - Sep 2018 · 1 years and 8 months
Technical Services Advisor
Jan 2012 - Jan 2017 · 5 years
Company Details
With financial wellbeing at the heart of what we do, we not only talk the talk, we walk the walk as well. We don't see financial planning as a process, we see it as being as unique as each of us are. Our financial planners start by asking our clients: "How can your money help you to live the life you want, look after those you love and leave a powerful legacy?" The conversations we have go far beyond the typical financial and tax planning discussions, by giving our clients the space to share their hopes and dreams and ultimately, create a life plan that their money can support.
Year Founded
1995
Social Media
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Industry
Financial Services
HQ Location
Ascot House Epsom Avenue Wilmslow, England SK9 3DF, GB
Keywords
Estate PlanningWealth ManagementDiscretionary Investment Managementand Retirement PlanningRetirement Planning
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