Expertise

  • Pensions
  • Inheritance Tax Planning
  • investment planning
  • family protection
  • Income Protection
  • Wealth Management
  • Employee Benefits
  • Insured Employee Benefits
  • ISA's

Summary

Philip Stoker – Wealth Manager

Telephone:         07792 679322

Website:            www.sjpp.co.uk/philipstoker

 

About:

My expertise covers the broad spectrum of financial planning and will help you and your business. For more information contact me on 07792 679322 or 0113 244 4054 or visit my website at www.sjpp.co.uk/philipstoker . Based in Leeds I have spent the last 20 years providing financial consultancy and advice to businesses and individuals throughout the United Kingdom. With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to check they remain current and accurate.

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

 

The levels and bases of taxation,and reliefs from taxation, can change at any time and are generally dependant on individual circumstances.

 

Our Services:

Investment planning

Retirement planning

Protection

 

Our Address:

Harcourt House, Chancellor Court,Leeds, LS2 7EH

Telephone: 0113 244 4054 : Mobile: 07792 679322

https://www.linkedin.com/in/philipstoker

 

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's Website at www.sjp.co.uk/products. The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

 


Experience

  • Philip Stoker

    Wealth Manager
    1 - 5 Employees 2018 - Current
  • LEBC Group

    Senior Consultant
    100+ Employees 2017 - 2018
  • Ascot Lloyd

    Senior Consultant
    100+ Employees 2007 - 2017

Education History

  • Leeds Grammar School
    1973 - 1978

Qualifications

DipPFS Cert CII DipPMI Cert CII (MP & ER)

Diploma in Financial Planning, Certificate in Discretionary Investment Management, Certificate in Insurance, Certificate in Mortgage Advice, Certificate in Equity Release, Award in Long Term Care Insurance


Clubs and Associations

Pensions Management Institute, Personal Finance Society, Chartered Insurance Institute 


Interests and Hobbies

Armchair cricketer and bridge player.



Email Philip

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