Phil began his career in the building industry as a Quantity Surveyor and sticking with the numbers theme he moved into the financial services sector in 1989; now approaching 28 years’ experience.

Phil founded Direct Financial Planning in 1991 with the aim of providing the best quality independent advice to his clients.

Having achieved status as a Chartered Financial Planner,...

After leaving university and working in the City of London for four years, Alex decided that it was time for a change.  

Alex liked the idea of joining his father’s firm and is now an established and valuable member of the team since 2013.  With his four years’ experience in financial services, Alex feels providing clients with the highest level of financial advice will be achieved by...

Jo has worked within the financial services industry for over 21 years initially with Royal London back in 1996.   From there, Jo progressed to working in an administrative capacity sequentially for two large IFA practices in London and later for Aegon Scottish Equitable in Maidstone.

In 2007 Jo joined Direct Financial Planning as our Senior Administrator and has been an integral part...

As a University of York Politics graduate, Louise began her career in the voluntary sector, joining Direct Financial Planning in 2005 in an administrative capacity supporting Phil and more recently, Alex.

Louise has witnessed many changes in the financial advice arena in her time with Direct Financial Planning and continues to adapt to these developments with regards to client servicing...