Philip Dhillon (BA(Hons), FCA, DipFA, MLIBF)
Financial Planner
Carlisle office
Role at Quilter Cheviot Financial Planning
Philip is a Fellow of the Institute of Chartered Accountants and was a partner in Saint & Co, a local firm of Chartered Accountants, for over 26 years in their Financial Services Division before the division was acquired by Old Mutual Wealth Private Client Advisers (now Quilter Private Client Advisers) in June 2018. In addition he holds the Diploma for Financial Advisers and has over 26 years experience in the Financial Services Industry providing clients with holistic financial planning. He is passionate about providing clients with the highest levels of ongoing service and his main areas of expertise are long term investment planning, retirement planning and inheritance tax mitigation planning.
Phillip and Quilter Private Clients do not offer Accountancy Advice. This service is offered on a referral basis.