South and South West chartered accountants and business advisers PKF Francis Clark has expanded its Poole office Financial Planning department, with the appointment of a new Financial Planning Director.
James Phillips, a Chartered Financial Planner, joined the firm on 2 July 2018 and will be working with clients in the Southern region.
Having previously worked for Tilney as a Director, James has an excellent reputation in providing holistic financial planning advice to clients across the South Coast.
PKF Francis Clark’s Financial Planning department has seen significant growth in the past few years, and James now joins a team of 19 consultants who are spread across the firm’s eight offices.
Andy Hammond, PKF Francis Clark Financial Planning MD said:
“We are delighted to have James join us, and his experience will play a key role in the continued growth of our advisory services, as well as giving us additional geographical reach”.
James Phillips added:
“I’m very excited to join the PKF Francis Clark Financial Planning team who have a great name for providing high quality financial planning advice and service to clients locally”.
James Robinson, Office Managing Partner at PKF Francis Clark’s Poole office, said:
“James’ appointment and the expertise he brings will assist us hugely in providing specialist advice to our clients across the area and build on the success of our great financial planning team.”