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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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Keep reading…

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.

Next… getting in touch

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