James Phillips | Director | PKF Francis Clark
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James Phillips

Director - Head of East Region, Chartered Financial Planner
James Phillips - Portrait image with grey background
James Phillips - Headshot image with grey background

James is a director and leads the financial planning team in our Poole office. He specialises in creating detailed, cohesive and tax optimised financial plans for his clients to help them achieve their long term objectives. James has specialist knowledge in the areas of Lifetime Financial Planning, retirement planning, tax-efficient investment planning and advising on the investment of personal injury and clinical negligence compensation awards.

James joined PKF Francis Clark in July 2018 and has more than 14 years’ experience advising clients across the South Coast. James has the skills and enthusiasm to make a key contribution to helping his clients make the right decisions regarding their finances.

James has a master’s degree in Maths and Economics from Edinburgh University. He is a Chartered Financial Planner and a fellow of the Chartered Insurance Institute.

James is married with two young children. Outside of work he spends most of his time with his young family enjoying the local beaches and New Forest.

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