team member portrait

Philip Matthews

Senior Paraplanner

About Philip

Philip has more than 20 years’ experience in financial services. His role as a senior paraplanner means he spends most of his time preparing, implementing and reviewing a client’s financial plan.

At home

At home

I enjoy watching films and TV. I also enjoy reading novels and playing computer games.

Philip in the spotlight

On an ideal weekend, you can find me:

With friends at a good restaurant

My favourite holiday destination is:


My favourite song to play in the car is:

Bat Out Of Hell

The first album I bought was:

Paranoid by Black Sabbath

If I could be any fictional character, I would be:

Robin Hood

If I could turn any activity into an Olympic sport, I would win a medal in:


When the dessert menu arrives, I’m looking for:

Sponge cake

The three qualities that draw me to new people are:

Honesty, humour, down to earth

My pet peeve is:

Early morning people

The best gift I’ve ever received is:

Surprise holiday

The three people at my dream dinner party would be:

Barack Obama, Miriam Margolyes, Julia Roberts

The three small things that make my day better are:

Coffee, a biscuit & a sausage roll

Fancy a chat?

If you have a mortgage or financial enquiry or would like to learn more about financial planning, we’d be delighted to have a chat with you.