Expertise

  • Pensions
  • Inheritance Tax Planning
  • investment planning
  • family protection
  • Income Protection
  • Wealth Management
  • Employee Benefits
  • Insured Employee Benefits
  • ISA's

Summary

Philip Stoker – Pension Spcialist and Project Manager

       

About:

My expertise covers the broad spectrum of financial planning and will help you and your business.  Based in Leeds I have spent the last 20 years providing financial consultancy and advice to businesses and individuals throughout the United Kingdom. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to check they remain current and accurate.

 

 

 

 


Experience

  • Philip Stoker

    Pension Specialist
    1 - 5 Employees 2018 - Current
  • LEBC Group

    Senior Consultant
    100+ Employees 2017 - 2018
  • Ascot Lloyd

    Senior Consultant
    100+ Employees 2007 - 2017

Education History

  • Leeds Grammar School
    1973 - 1978

Qualifications

DipPFS Cert CII DipPMI Cert CII (MP & ER)

Diploma in Financial Planning, Certificate in Discretionary Investment Management, Certificate in Insurance, Certificate in Mortgage Advice, Certificate in Equity Release, Award in Long Term Care Insurance


Clubs and Associations

Pensions Management Institute, Personal Finance Society, Chartered Insurance Institute 


Interests and Hobbies

Armchair cricketer and bridge player.


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