Phil Boon

Director and Independent Financial Adviser

Phil has over 35 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 qualified to Diploma Level in financial planning by the Chartered Insurance Institute. Phil is classed as a Pensions specialist and uses this expertise to provide clients with Pension and Retirement Planning as well as advice on their investment portfolios. He remains a qualified member of the Personal Finance Society.

Outside of work Phil enjoys playing or watching most sports. 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 and at 6 ft 8 inches tall is by far the tallest member of the 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