Phillip has been advising high net worth families on all aspects of their wealth management for over twenty five years.

Before joining Oculus Wealth Management Phillip was a Managing Director at UBS Wealth Management where he led the Midlands Region and was Deputy Head of the UK Regions. Before that, Phillip spent twelve years at PriceWaterhouseCoopers where he was Head of Wealth Advisory.

Phillip is a Chartered Wealth Manager and holds the Financial Planning Certificate, Investment Management Certificate and the Private Client and Management qualification.

Outside of work Phillip is married to Louise and they have two grown up children. As a family they enjoy travelling to new and interesting places. Phillip supports a number of charities and has run various marathons and even climbed Mount Kilimanjaro to raise funds for them.