Phil Rose
Phil Rose

Phil Rose
Group CEO, Chartered Financial Planner
Professionally
Phil holds an MSc in Financial Services and Business Management as well as a distinction accreditation in Behavioural Economics. A key research focus for Phil is understanding investor risk bias.
After starting his career in the Armed Forces, Phil transitioned to a career in Financial Services, which has spanned over 30 years. He was recruited on an accelerated path to senior management within one of the largest home service insurers in the UK, but the bright lights of independence beckoned. He built a large provincial, independent Financial Services business which was subsequently sold to BDO, where he was promoted to the board of directors. When BDO sold their financial services arm, Phil co-founded ProSport Wealth Management with Gareth Griffiths in 2009.
Likes
Dislikes