Phil KirwanMCSI, BSc (Hons) Assistant Director
Phil joined the company in 2011 as a Trainee Dealer, and moved to the Investment Department in 2014 before completing the CISI Chartered Wealth Management qualification later that year.
His main responsibilities are as co-manager of the firm’s Inheritance Tax Portfolio Service, client discretionary and advisory investment management, and also working with agents and intermediaries to provide services to mutual clients. He sits on the firm’s Asset Allocation committee, as well as the CISI Liverpool, Chester, & North Wales regional committee.
Phil is a keen Liverpool supporter and enjoys competing in the Liverpool & District Tennis League.