Phillip Rose APFS
Group CEO, Chartered Financial Planner
Phil founded Group IFA in 2006 with a vision to provide independent, professional and tailored financial advice to a broad range of clients.
Having entered the financial services market 26 years ago when clients were offered company products rather than personalised investment programmes, Phil knew that he would develop a business that placed independence at its heart. Phil also wanted his business and advisers to operate at the highest level, obtaining accreditations that exceed the minimum industry standards and he remains committed to this.
To date all members of the Group’s business streams are encouraged to improve their professional qualifications. They have three fellow members and four at Chartered Financial Planner status.
Under Phil’s stewardship the business has featured in the Top 25 Private Client Practitioner list for the past three years, as well as receiving the Best UK Financial Planners award for trustee advice and best for pro active financial planning in the UK for 2015. Phil himself was awarded the Money Management Retirement Planner of the Year in 2011.
Along with being Group CEO, Phil remains active in working with clients and is unrelenting in ensuring he sets an example of exemplary client service.