About Us

Hello, I'm Philippina, an experienced professional in the UK financial services industry with a journey that began in 2007 during the banking crisis. I started my career as a banking consultant with HBOS, where I honed my skills in financial services and customer relations. Following the merger with Lloyds, I became part of the Lloyds Banking Group, where I continued to grow and develop my expertise as a Retail Banking Manager.

My career path led me into the world of Wealth Management, a move driven by my desire to help clients secure their financial futures. Throughout this period, I deepened my understanding of financial planning, ensuring that I could provide the highest standard of advice and service.

At the core of my work is a dedication to making a positive impact on the lives of those I serve, ensuring that they have the financial security, understanding and peace of mind they deserve. We are hiring Specialist Protection Advisers – providing training for candidates who have the right attributes to join the world of financial services, see Join Us page for more information.