James Phillips

Head of East Region
Chartered Financial Planner
James Phillips

James leads our East Region and specialises in creating detailed, cohesive and tax optimised financial plans for his clients to help them achieve their long-term objectives. He has specialist knowledge in the areas of lifetime financial planning, retirement planning, tax-efficient investment planning and advising on the investment of personal injury and clinical negligence compensation awards.

James joined Francis Clark Financial Planning in July 2018 and has more than 14 years’ experience advising clients across the South coast. James has the skills and enthusiasm to make a key contribution to helping his clients make the right decisions regarding their finances.

James has a master’s degree in Maths and Economics from Edinburgh University. He is a Chartered Financial Planner and a fellow of the Chartered Insurance Institute.

James is married with two young children. Outside of work he spends most of his time with his young family enjoying the local beaches and New Forest.

  • Team: Senior Management
  • Office: Poole

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