About Phil Billingham
Phil is a director at Perceptive Planning and is a chartered financial planner, chartered wealth manager and certified financial planner.
He is a past director of both the Institute of Financial Planning and the Society of Financial Advisers, and a past member of the Financial Planning Standards Board regulatory advisory panel. Alongside Shannon Currie, he is also a director of World Citizens, which specialises in cross-border financial planning.
He has served as an expert witness to the courts of England, Gibraltar and Scotland, and has been a guest lecturer at the City of London university. He also been a judge for industry awards for a number of publications.
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Illuminate live – if you missed it…
Catch up with illuminate live which took place at 1pm each Thursday in May and was hosted by Lee Robertson from Octo Members.
Knowing when to take a different approach with clients
Kathryn Knowles Cura Financial Services
How to get closer to your clients through sustainable investing
Richard Essex, Grayside and Jeannie Boyle, EQ Investors
The future of the financial planning profession
Phil Billingham Perceptive Planning
The power of sharing client stories
Alan Smith Capital Asset Management
Read more from our roundtable panellists:
To help you to keep on top of the latest industry developments we’ve created a number of white papers that respond to the current legislative and market environment and anticipate future developments.
Each white paper sets out the issues, the key themes to be aware of as an advisory business and the action you may need to consider.
For adviser use only
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