Philip Rossi

Philip Rossi is an accomplished financial professional with extensive experience in financial planning and investment management. Currently serving as a Financial Planning Analyst at True Wealth Group since February 2020, Philip previously held positions including Technical Analyst at St. James’s Place and Portfolio Analyst & Paraplanner at Carlton Smith Private Wealth. Expertise includes advanced financial planning, investment management, and corporate advisory, with a proven record in project cost projection and various financial product administration. Academic qualifications include a PGCE in Humanities with Citizenship from the University of Exeter and a BSc in Politics, Philosophy & Economics from the University of Southampton, complemented by multiple diplomas from The Chartered Institute for Securities & Investment.