Chartered Financial Planner
Following a successful career with Prudential, spanning nearly 20 years, in a variety of financial advisor roles, Phil left the company in 2001 and in 2003 joined forces with Phil Perry, as a co-founder and co-director of ARK Financial Planning.
Phil is one of a very small number of financial advisers in the country who has achieved both Chartered and Certified Financial Planner status. As part of his qualifications Phil has to demonstrate higher levels of professionalism; exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.
Phil is a regular contributor to the industry press and for over 5 years wrote a personal finance column for a local newspaper. Recently (2016) Phil featured in a Panorama programme helping to save and protect a vulnerable ladies’ pension from disappearing into a wholly inappropriate investment vehicle.
Phil advises clients on the full range of wealth management issues.
Away from work Phil is married to Louise and has 3 daughters (one of whom has joined the business). He is a long suffering Oldham Athletic season ticket holder, plays golf to a handicap of 7 and regularly plays 7 a side football.
Phil’s vast knowledge of all levels of the financial services industry was acquired working for a national insurer, a major bank and a building society and for the last 17 years as an independent financial adviser.
Now with over 30 years experience of advising clients under his belt, Phil joined with Phil Stevenson to establish ARK in 2003. Phil maintains his professional standards by keeping his knowledge up to date and adhering to a strict standard of ethical behaviour.
Phil advises clients on all aspects of wealth management within his role with the firm, but also carries specific qualifications in his specialist areas of long term care and equity release.
Away from work Phil and his wife Caroline have their hands full with their children Jacob & Martha. Most Saturdays he can be found supporting Jacob who plays for a local football team.
Sarah joined ARK in February 2017, bringing with her a wealth of experience gained in both the private and charity sectors. Attention to detail and excellent client support are some of her key skills utilized in this role, while her long term ambitions are to learn more about the industry and gain relevant qualifications to become a financial adviser.
Sarah spends her free time with Ian, her husband, and two young daughters, Katie and Lauren, indulging in the local sport and brass band scene.
Rebecca joined ARK in the summer of 2016 as a trainee financial adviser after graduating from Leeds Beckett university with a 2:1 degree ( Psychology and Criminology.) Rebecca will principally be responsible for integrating our back office systems and implementing new software into our standard working procedures. She will also be looking to understand all aspects of the business whilst at the same time studying for her professional qualifications.
Rebecca is looking towards developing a career as a financial adviser and will be accompanying the advisers as she looks to understand all aspects of the business.
Rebecca and her partner Brad share responsibility for Oscar (a Malshi dog).
Debbie joined ARK in October 2018 having spent all her working life in a regulated industry, predominantly in insurance but more recently in banking.
She has two grown up children, Vicky and Robert, and is married to Guy.
Debbie loves sports and is an avid Manchester City supporter who loves to see the boys play at home games. She is also a fan and follower of cricket and the proud owner of her Staffordshire Bull Terrier dog ‘Blue’.
The ARK Team: Debbie Parsons, Sarah Sheppard, Phil Stevenson, Phil Perry, Rebecca Stevenson
ARK Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 430979 http://www.fca.org.uk/register.
ARK Financial Planning Limited Registered Address: Unit 3, Block A, Gatehead Business Park, Delph New Road, Delph, Oldham OL3 5DE
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