We would like to welcome Phil Rogers to Springfield who has joined us as a Consultant, Chartered Financial Planner.
Phil started his career in retail banking in the late 1970’s. He progressed to holding managerial positions with a major Building Society before moving to Preston to take up a role with Royal & Sun Alliance in 1984.
His career progressed with a local financial advisory firm where Phil enjoyed over 20 years working principally in the field of self-administered pension arrangements and corporate and individual investment portfolio management. Phil developed all of his business by working closely with a network of professional intermediaries, principally Chartered and Certified Accountants in Preston and Manchester.
Having taken the decision to look for a new challenge, Phil identified Springfield as a company that will provide the ideal base to continue to focus on advising existing clients and developing new relationships through introduction and referral.
Phil is a Chartered Financial Planner and a Fellow of the Personal Finance Society, which is an accreditation held by fewer than 5% of registered financial advisers.
Outside interests include travel, sport (a Debenture holder at the Millennium Stadium), martial arts and music. Phil is married with one daughter, two step-children, two grandchildren and a Dachshund.
We look forward to working with Phil in the future.