Phil Sidebottom Fcsi Apfs

Phil Sidebottom FCSI APFS has a diverse work experience in the financial planning and wealth management industry. Starting in 2000, they began their career as a Graduate Trainee at Aon. Phil then moved on to Tilney Group in 2004, where they worked as a Consultant until 2008. During their time at Barclays Wealth and Investment Management from 2008 to 2013, they served as a Wealth Adviser, providing comprehensive financial planning and tax advice to High Net Worth clients. From 2014 to 2016, Phil worked at Coutts, specializing in providing expert advice. Currently, they hold the position of Head of Financial Planning at WH Ireland, a role they have held since August 2022. Prior to that, they worked at WH Ireland as a Chartered Financial Planner from 2016 to 2022.

Phil Sidebottom FCSI APFS earned a Bachelor of Arts (BA) degree in Economics and Economic & Social History from the University of York in the years 1995 to 1998. Phil also holds a Chartered Financial Planner credential from the Chartered Insurance Institute. Additionally, they have completed the Private Client Investment Advice & Management (PCIAM) program offered by the Chartered Institute for Securities & Investment.