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Our Team

Tim Phillips

Tim Phillips

I have over 21 years experience providing Investment, Inheritance Tax, Pension and Protection Advice.

I am married to Emma, and have three wonderful children, William, Oliver and Phoebe who prove a constant source of fun, enjoyment and joy.

In my spare time I enjoy most sports in particular Football, Rugby and Tennis along with spending time with my family and getting to grips with British Sign Language – Level 1 stage at present.

I also have strong links and am a keen supporter of the Meningitis Trust. Having seen my son Oliver suffer from this devastating disease, I’d urge everyone to refer to my links page where you can obtain further information on how to detect the early symptoms and also support the charity.

Emma Phillips - Practice Manager

Emma Phillips

With over 15 years Banking and Financial Services experience Emma provides significant administration and technical support.

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Company address:
Custodis Financial Planning, Ivy House, East Brent, Somerset, TA9 4RZ
T: 01278 769205
M: 07518 378073

Email: tim.phillips@custodisfp.co.uk

Custodis Financial Planning is An Appointed Representative of Sesame Ltd., which is authorised and regulated by the Financial Conduct Authority.

The FCA do not regulate National savings products, Will writing, commercial mortgages, trusts, some forms of buy to let mortgages and inheritance tax planning.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Telephone: 01278 769205 | tim.phillips@custodisfp.co.uk

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