Phil Boon

Director and Independent Financial Adviser

Phil has over 40 years’ experience in Financial Services having started in the industry in 1984. Following Account Manager roles at both Albany Life and Scottish Amicable, he joined Beechwood in 1998 before becoming a partner in the practice a year later.

Phil is currently one of the three Directors in the practice and is classed as a Pensions specialist. He uses this expertise to provide clients with Pension and Retirement Planning advice as well as on their investment portfolios. He remains a qualified member of the Personal Finance Society.

Outside of work Phil enjoys playing or watching most sports and going to the theatre. He is also an avid fan of Leeds United Football Club although he blames his lack of hair on this! Phil is married with 3 children but at 6 ft 8 inches tall you may be surprised to read that he is not the tallest member of the Beechwood team.

Phil’s Services Include

Many thanks for all your helpful advice down the years, you have helped us to get our finances into a strong position, and we are very grateful.

Dave & Judy, Cambridgeshire

Thank you for looking after Richard’s pensions for him – he was very impressed with the advice and service, as were Margaret and I – just wish we could scrub away a few years.

Doug, Bedford

I honestly don’t think we could have done it without you. Thank you for your patience and care and it has been an absolute pleasure as always.

Lucy, Axminster, Devon

Articles by Phil Boon

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IMPORTANT INFORMATION

CONTACT US

Beechwood Financial Services
Gate House
Fretherne Road
Welwyn Garden City
Hertfordshire
AL8 6NS

Tel: 01707 336539
Emailinfo@beechwoodfs.co.uk

Authorised & Regulated by the Financial Conduct Authority. Beechwood Financial Services Ltd Registered in England and Wales Company No.09413892.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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