Tuesday, 13 November 2018 10:52

New hires at expanded Financial Planning firm

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Philip Wise Philip Wise

Expanded Financial Planner Informed Choice has announced the appointment of Philip Wise as retirement income planning director.

Mr Wise joins Informed Choice from Skerritts, in Brighton, where he was head of retirement income.

Prior to joining Skerritts, he was managing director at Spofforths Financial Planning for 17 years.

Mr Wise has more than 25 years’ experience providing Financial Planning and advice, with a focus on managing income withdrawals for clients in retirement.

 

He is a Chartered Financial Planner and CFP professional.

He will be working from Informed Choice’s recently opened Petersfield office, alongside Financial Planning director Shelley McCarthy and providing advice to clients across Hampshire and the South East.

Informed Choice executive director Nick Bamford said: “I have known Philip for many years and even though we were running separate businesses, we would regularly share best practice together.

“I have thought for a long time that he would be a great fit for Informed Choice.

“Philip has high professional standards coupled with a down-to-earth approach to client communication.

“He shares our values which is very important.

“We are delighted he has accepted our offer to become a director at Informed Choice and he will have a very important role to play as we move the business into its next phase of development.”

Philip Wise said: “I am looking forward to working with the team at Informed Choice and to developing my specialism in the field of retirement income planning.

“I have known Nick for many years and having met the rest of the Informed Choice team too I am excited to be working with people who have exceptional ability and share my professional values.”

Informed Choice also welcomed Karin Fagerholm as a new member of its Paraplanning team.

Ms Fagerholm, an experienced pensions administrator, joined Informed Choice from Magus Private Wealth in Crawley and will be working at the Informed Choice head office in Cranleigh.

 

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