Summary
Overview
Work history
Education
Skills
Personal Information
Affiliations
Timeline
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Phil Needham

Phil Needham

Hereford

Summary

Accomplished financial planning and wealth management professional with extensive expertise in market analysis, relationship building, and portfolio management. Proven track record in inheritance tax planning and estate planning, complemented by public speaking skills and NLP Practitioner certification. Dedicated to delivering strategic financial solutions and fostering long-term client relationships to achieve optimal financial outcomes.

Overview

26
26
years of professional experience
16
16
years of post-secondary education

Work history

Legacy & Philanthropy Executive

St Michael's Hospice
Hereford, Herefordshire
01.2025 - Current
  • Securing funding for hospice by cultivating relationships with high-net-worth individuals.
  • Optimising timescales for legacy receipt, enhancing cash flow.
  • Coordinating with solicitors and executors to manage legacy pipeline effectively.
  • Contributing to achieving £11 million income generation target for annual hospice operations.

Financial Planning Consultant

Castle Green Financial Planning - St James's Place
01.2022 - 12.2024
  • Financial Planning Consultant at Castle Green Financial Planning, where I provided comprehensive financial advice and wealth management services to clients.
  • My role involved conducting in-depth financial analysis, developing tailored financial plans, and providing guidance on investment strategies to help clients achieve their financial objectives.
  • Provide comprehensive financial advice and wealth management services to clients.
  • Conduct in-depth financial analysis to assess clients' financial situations and goals.
  • Develop tailored financial plans to meet clients' specific needs and objectives.
  • Provide guidance on investment strategies to help clients achieve their financial objectives.

Director

Widbrook Wealth Management Ltd - St James's Place
11.2009 - 01.2022
  • Achieved Senior Partner status in my career.
  • With a growing Practice I employed an adviser from the SJP Academy and trained them whilst they were training and took them on after they qualified.
  • As a Director at Widbrook Wealth Management Ltd, I played a key role in overseeing the company's operations, managing client relationships, and providing strategic leadership to drive business growth.
  • My responsibilities included developing and implementing business strategies, managing financial performance, and ensuring the delivery of high-quality services to clients.
  • Oversee the company's operations and manage client relationships. Built and grew the business with an exit value of £2m.
  • Provide strategic leadership to drive business growth and expansion.
  • Develop and implement business strategies to achieve company objectives.
  • Manage financial performance and ensure the delivery of high-quality services to clients.

Private Client Manager

Coutts & Co
12.2007 - 08.2009
  • Previously served as a Private Client Manager at Coutts & Co, where I provided tailored wealth management and financial planning services to high net worth clients.
  • I developed and maintained strong client relationships, provided personalized financial advice, and managed investment portfolios to help clients achieve their financial goals.
  • Provided tailored wealth management and financial planning services to high net worth clients.
  • Developed and maintained strong client relationships based on trust and integrity.
  • Provided personalized financial advice to help clients achieve their financial goals.
  • Managed investment portfolios to optimize returns and minimize risk for clients.

Private Client Manager

NatWest Private Banking
04.1999 - 12.2007
  • Answered incoming calls, maintained client relationships, and resolved customer service issues.
  • Coordinated with cross-functional teams to ensure successful execution of client projects.
  • Maintained effective client relationships, ensuring client satisfaction and loyalty.
  • Generated new business leads through cold calling and networking, resulting in a 400% increase in new client acquisition.

Education

HNC - Business & Finance

Worcester University
09.1991 - 01.1993

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King James's Grammar School
09.1983 - 06.1988

DipPFS - undefined

Chartered Institute Of Insurers
01.1995 - 01.2005

Skills

  • Financial Planning
  • Wealth Management
  • Market Analysis
  • Relationship Building
  • Portfolio Management
  • Public Speaking
  • Inheritance Tax Planning
  • Estate Planning
  • NLP Practitioner

Personal Information

  • Legacy & Philanthropy Executive
  • Date of birth: 11/03/72

Affiliations

In my spare time I like to get on my bike and explore the countryside, travel the world with my wife and children and when I am not doing that, walk our dogs Baxter and Flo

Timeline

Legacy & Philanthropy Executive

St Michael's Hospice
01.2025 - Current

Financial Planning Consultant

Castle Green Financial Planning - St James's Place
01.2022 - 12.2024

Director

Widbrook Wealth Management Ltd - St James's Place
11.2009 - 01.2022

Private Client Manager

Coutts & Co
12.2007 - 08.2009

Private Client Manager

NatWest Private Banking
04.1999 - 12.2007

DipPFS - undefined

Chartered Institute Of Insurers
01.1995 - 01.2005

HNC - Business & Finance

Worcester University
09.1991 - 01.1993

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King James's Grammar School
09.1983 - 06.1988

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Phil Needham