Philip Forrester
Chartered Financial Planner
Philip is a highly experienced Chartered Financial Planner, with 18 years in financial advice and a deep specialisation in pensions, investments, and estate planning. His approach is simple yet effective: be wary of a consensus view and treat clients the way you would a best friend—offering honest, tailored advice that prioritises their long-term financial well-being.
Before transitioning into financial advice, Philip spent the first 15 years of his career in investment banking at Deutsche Bank, specialising in fixed-income securities and derivatives. While he thrived in the fast-paced world of global markets, he found far greater fulfilment in working directly with individuals and families, helping them build financial security and plan for the future. Since achieving Chartered Financial Planner status in 2013, he has focused on delivering high-quality, client-centric financial advice.
With a wealth of experience and a passion for helping clients navigate complex financial landscapes, Philip is committed to providing insightful, forward-thinking financial advice that truly makes a difference.
Did you know?
Beyond his professional expertise, Philip enjoys an active and well-balanced lifestyle. Spending time outdoors is a priority—whether that’s walking across the Surrey Hills and North Downs (often joined by his neighbour’s energetic Springer Spaniel) or escaping to his “happy place”—a quiet beach with a good book. A lifelong learner, he stays engaged with investment markets through podcasts and immerses himself in new languages by watching foreign-language series on Netflix.
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