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Phil Haden

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

West Midlands, Shropshire, Staffordshire

Phil Haden

Chartered Financial Planner

I have worked in Financial services since 2000 and I am an award winning Chartered Financial Planner, having won the Law Society’s Professional of the Year award and Local Merit award at the West Midlands Insurance Institute Awards. I am also a Fellow of the Personal Finance Society which is the highest accolade from the Society.

Transparency, honesty and independence is key when I help my clients maximise their wealth and consider the impact of the unforeseen, whilst helping them to understand complicated areas with simplicity. Whilst I have many qualifications and awards that hopefully help demonstrate that I am at the top of my profession, it is the feedback I receive from clients, and the trust and long term relationships I have built that, in my opinion, are far more important.

I have appeared in the local and national press on many occasions and also asked to comment on the radio. Whilst I enjoy all aspects financial, I also like to spend as much time as I can with my wife, two children and dog, where we enjoy going walks and I also enjoy keeping fit by going in the gym on a regular basis and helping the local under 16 football team.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

West Midlands

Covers

West Midlands, Shropshire, Staffordshire

Send an email to Phil Haden

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