BBS FCA CFP AITI Chartered Tax Adviser (CTA)
Philip is a Chartered Tax Advisor, a Fellow of Chartered Accountants Ireland and a Certified Financial Planner. Philip trained in KPMG in the corporate tax department before moving to a lending role in Bank of Ireland. Following this, Philip worked for Goodbody Stockbrokers in various private client investment, relationship management and regulatory roles. Philip has experience advising private clients on investments including the income tax, CGT and CAT implications. Philip has also worked with clients on long term financial planning and inter-generational transfer of wealth.