Phil Ogden

Phil Ogden.jpg

Advising clients since: 1995

Qualifications: BA (Hons), DipPFS

Areas of expertise: Retirement, Investment and Holistic financial planning

Phil Ogden has been advising both private individuals and corporate clients for over 20 years and in doing so has built a wealth of experience in all aspects of financial planning. He is qualified as a Pension Specialist, having attained the highest level qualification in pensions advice as accredited by the Chartered Insurance Institute (CII) and he applies this knowledge to help all clients achieve their long term goals.

Phil believes all financial planning begins with the ‘big picture’ and he puts this at the heart of all work he prepares for and with his clients, working outward from this plan to offer a fully holistic service.

Outside of work Phil is passionate about golf and can often be seen (from hundreds of yards away!) sporting one of his many pairs of loud golf trousers.