Philip Plews

Investment Manager |
Philip.Plews@Evelyn.Com

Professional Biography

I'm always thinking about what's next and how best to embrace this - from evolving market trends to new opportunities that can shape our clients' futures. This is essential to building lasting relationships and achieving our clients' financial goals.

How do you describe what you do?

I provide advice and manage investment portfolios for private clients, pensions, and trusts located in the South of England. Alongside this, I work within our central research team as an equity analyst.

What's next for you professionally?

I'm excited to continue strengthening relationships with new clients and existing clients, and to grow my professional network to further develop and meet their needs.

How did you start off in your career?

Prior to Evelyn Partners I worked in hospitality and then a large investment platform providing telephone advice for retail clients. Both were invaluable experiences and provided a great foundation for delivering excellent client service.

When you're not at work, what's your favourite thing to do?

I'm a keen sports player and runner, having run marathon events in Europe over the past few years, and use this as an opportunity to travel to different cities, enjoying the sights and culture.

Why does my role as a wealth manager matter?

I'm always thinking about what's next and how best to embrace this - from evolving market trends to new opportunities that can shape our clients' futures. This is essential to building lasting relationships and achieving our clients' financial goals.

What qualifications and memberships do you have?

  • Chartered Member of the Chartered Institute for Securities and Investment (CISI)
  • Chartered Wealth Manager

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