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equitable life
mortgages, pensions, insurance, investments, eltham, london, kent, south east, james, phillips
royal and sun alliance
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investments
mortgages, pensions, insurance, investments, eltham, london, kent, south east, james, phillips
endowments
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Investments |
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Patrick McGee is the of Principal of James Phillips & Co. Before this he was employed by Sun Life Assurance specialising in Self Administered schemes. He holds the following qualifications: |
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Advanced Financial Planning Certificate |
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G60 Pensions Exam |
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| G70 Investment Management Exam |
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| ACII |
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| He is also a Chartered Financial Planner and an associate of The Personal Finance Society | ||||
| As Principal of the Company Patrick works primarily within the investment market, which involves individual, trust, company, and pension funds. | ||||
| He specialises in investment advice for individuals, companies and pension schemes. With the entire investment market to choose from, his aim is to listen to the requirements of the client and respond with recommendations that totally meet their need. | |||||||||||||||
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Main Areas of Advice
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