CHARLES GILLESPIE

Phil Swinney

Senior Wealth Planner

Phil has over 30 years’ experience in the wealth management industry having worked for Lloyds Bank, Skipton Building Society, HSBC Private Clients and BNL Independent Financial Advisers/Sterling Trust before Kingswood’s purchase of the latter business.

Phil has extensive knowledge of the industry including protection, retirement planning, investments and estate planning and practices a holistic approach when delivering advice.

Phil enjoys the relationship between the Wealth Planner and the Client and has many long-standing Client relationships in place.

Phil is a keen golfer, gym goer, football watcher and father to three adult children.

  • Phil.swinney@kingswood-group.com