Phil Charlton Fpfs
About Phil Charlton Fpfs
Phil Charlton is a Deputy Area Manager in Financial Planning at Nationwide Building Society, with over a decade of experience in the financial planning industry. He holds multiple qualifications, including an Advanced Diploma in Financial Planning and a Certificate in Pension Transfer Advice, and operates primarily in North East England and Northern Ireland.
Work at Nationwide Building Society
Phil Charlton serves as the Deputy Area Manager for Financial Planning at Nationwide Building Society. He has held this position since 2017, contributing to the organization for over seven years. His role encompasses the regions of North East England and Northern Ireland, where he focuses on delivering financial planning services. Additionally, he has been a Financial Planning Manager at Nationwide since 2011, accumulating over 13 years of experience in this capacity.
Education and Expertise
Phil Charlton has a robust educational background in financial services and computing. He studied at Northumbria University, achieving a Certificate of Higher Education in Computing Studies with a distinction from 2003 to 2005. He also obtained a Diploma in Financial Advice, CeFA, and CeMAP from IFS - School of Finance between 2007 and 2012. His qualifications include a Certificate in Pension Transfer Advice and an Advanced Diploma in Financial Planning from the Chartered Insurance Institute, highlighting his expertise in retirement planning and wealth management.
Background in Financial Services
Phil Charlton began his career in financial services at The Co-operative Banking Group, where he worked as a Financial Adviser from 2007 to 2011. This four-year experience laid the foundation for his extensive career in financial planning. He has been actively involved in the industry for over a decade, focusing on wealth management and investment solutions, which has equipped him with a comprehensive understanding of client needs in financial planning.
Professional Memberships
Phil Charlton is a member of both The Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance Institute (CII). These memberships reflect his commitment to maintaining high professional standards in financial services. He has also completed advanced studies, including Level 6 Private Client Investment Advice and Management at CISI from 2019 to 2020, further solidifying his expertise in the financial planning sector.
Achievements in Financial Planning
Phil Charlton has achieved significant educational milestones in the financial planning field. He completed various qualifications, including a Full Membership of the Association of Accounting Technicians (AAT) from Northumberland College. His educational accomplishments, combined with his practical experience, enable him to provide specialized advice in areas such as pension transfers and retirement planning.