0203 544 6810
Based in Mayfair
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Philip has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Philip has provided information on their typical fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 12 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 13 April 2025
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Philip has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 22 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Philip has provided information on their typical fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 12 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 12 first impressions)
Hi, I'm Philip. I work with busy senior executives predominantly in the technology sector and their families in London. You may find yourself at an important stage or approaching a crucial transition in life. You may have expensive questions that you want answers to such as - Do I have enough? Will my family be ok if something happens to me? Can I afford to leave a legacy? When can I pack it all in? What should I do with the inheritance I just received? Can I afford a second home ? Can I make sure my children have the education and life they deserve ? Shall I aim to pay off my mortgage quickly? When will I be able to afford to do all the things I have ever wanted to do ? HOW WE CAN HELP ✦ We FOCUS on you and what you want to achieve in life ✦ We BUILD your own bespoke financial plan and we help you STICK to it ✦ we ORGANISE your finances, manage your investments and minimize taxation ✦ we PROTECT what's important to you and your family ✦ we ANSWER all your questions ,reduce your stress and give you full clarity over your financial future ✦ we help you ACHIEVE your goals through independent, personalised and comprehensive financial planning If this resonates and you are facing an important transition, or you want some clarity on the future or just an honest conversation give me a call or send me an email. Telephone- 07495 386 626 , email - philip@therawealth.co.uk or schedule on the link below. https://calendly.com/philip-financial-adviser/15-minute-introductory-call Our first meeting is without obligation and at my expense. Most people find it valuable even if they don't go on to become clients.
Offers available through VouchedFor
Contact Philip through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Philip's clients
Based on responses provided by clients who have reviewed this adviser
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