Louise Phillips

Financial Management Bureau Ltd (FMB Ltd)

Louise P square

 

 

 

 

 

 

 

 

 

 

 

 

I had my first experience of working in finance when I just 16, during work experience.  My eyes were opened to a world that enables individuals to plan for their retirement, ensure loved ones are financially secure and save for the important things in life.  Fast forward to today and I now have over 19 years of experience within the industry, 15 of which at FMB.

I enjoy meeting with clients and learning about their business.  Having an insight into who and what makes their business tick, enables me to do my job properly and often uncovers more pressing areas which need attention within their business.  Assisting employers with all aspects of corporate financial planning, allows them to have peace of mind knowing that everything is in order and they can get on and do what they do best which is managing their business.

Qualifications

  • Diploma in Financial Planning (DipPFS)

Specific Skills

  • Employee Benefits
  • Business Protection
  • Auto-enrolment/Group Pensions

Memberships

  • Affiliate of The Chartered Institute of Securities and Investments
  • Members of the Chartered Insurance Institute (CII)

 

 

Email: louise.phillips@finman.co.uk

Mobile: 07970 039276

Office Direct Line: 01539 815761

Office Main Line: 01539 725855

Address: Shenstone House, Helsington, Kendal, LA8 8AA

Website:  www.finman.co.uk