Areas of expertise
Charities; private clients; defined benefit pension schemes.
Philip joined the Smith & Williamson graduate programme in 2015 and is an investment manager on the Charities Team. He graduated from Cambridge with a double first in history and is a member of the Chartered Institute for Securities and Investment. Alongside his role on the Charities Team Philip is also one of the firm’s real estate analysts.
- History degree, University of Cambridge (2015)
- Chartered Wealth Manager Qualification (2016) & member of the Chartered
- Institute of Securities & Investments
Candidate for the Level III CFA exam