Phil joined Stellar in September 2020. Phil fulfills various roles including dealing, investment management, model portfolio management, and IHT portfolio management, often simultaneously.
The key to successfully juggling these roles had been by using his problem solving and technical skills to tailor systems and procedures to maximise efficiency and accuracy. Committed to delivering the highest standards possible, Phil’s focus has been to improve the delivery of core services and provide operational scalability across both the front and back office.
From proposals, to implementation, to training Phil has honed his on-the-job experience to create a niche role.
He holds the Chartered Wealth Manager qualification and outside of work is a keen tennis player. Currently, he is taking full advantage of the, no doubt short, opportunity to enjoy the successes of his beloved Liverpool FC.