Phil joined PHFS Wealth Management in 1996 as an adviser, he previously worked as a Financial Planning Manager for HSBC in Sheffield. Phil became one of the business owners in 1999 and has seen the business flourish over the last 14 years.

Phil specialises in investment advice connected with wills and trust planning, it is essential that Trustees receive the correct advice to meet their obligations under the Trustee Investment Act.

Phil also works closely with colleagues in the Legal Profession providing investment advice in connection to Personal Injury Trusts and for patients of the Court of Protection. Specialist knowledge and experience is vital to ensure clients preserve the value of capital received and sufficient income can be generated to supplement loss of income due to serious injury.

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Jonathan previously worked as an adviser for HSBC where he rose to the position of Executive Financial Planning Manager. In 1997, he joined PKF Accountants in the role of Financial Planning Consultant working in Sheffield and Leeds. Jonathan joined the PHFS Wealth Management team in 2002. In 2003 Jonathan became a Director of the business.

Jonathan holds the Advanced Diploma in Financial Planning (DipPFS) and is a specialist in Investment Advice. His other areas of expertise include Estate Planning, and Tax and Trust matters. Jonathan is therefore able to deal with complex financial matters for his clients.

Jonathan also holds a Diploma in Long Term Care Advice. This means that he can assist elderly clients with their own specific requirements as well as giving advice on funding for Nursing Care Fees, liaising with local authorities and state benefit support. Jonathan provides consultancy advice to Trustees, Charities and professional advisors throughout the Yorkshire region.

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Louise began her career in Financial Services in 1984. In the last 10 years she has established herself as a successful Financial Planner, advising clients in many areas including investments, mortgages, life assurance and pensions.

She holds the Advanced Financial Planning certificate specialising in pensions and she is an accredited member of the lawyers’ trade body, Resolution.  This enables her to guide both solicitors and their clients through the complex area of pensions and other financial issues which can impact on divorce.

She is friendly and approachable, enjoying helping clients achieve their financial goals based on their personal objectives and aspirations.

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Graham graduated in Accounting & Finance in 1995 and after working with Nationwide as a Management Trainee and Financial Adviser he joined the AXA group as a Financial Adviser. In 2003 he joined the PHFS Wealth Management team and has continued to build a reputation for providing his clients with simple and efficient solutions to meet their financial goals.

Graham has a particular passion for ethical, green and socially responsible funds and through his continual research can advise on this specialist area in relation to savings, investments and pensions.

He is a keen cyclist, snowboarder, kayaker, runner and adventure racer and would be happy to talk to you in your home, office or place of work. He may even arrive on his bike!

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