Philip Feast

After leaving school in 2006, Philip initially followed his father’s footsteps and joined NatWest bank. After relocating to Cornwall with NatWest in 2009, he secured a financial advice position, and after 3 years in this role, the opportunity arose to join Jonathan in the independent sector at Taylor Money.

Alongside his advisory role, Philip continued his studies and became a Chartered Financial Planner after completing the Advanced Diploma in Financial Planning with the Chartered Insurance Institute (CII).

Philip’s background in finance means he has wide ranging knowledge of the financial system which he leverages to add a holistic angle to his advice.

Philip's qualifications:

• CII Certificate in Mortgage Advice – July 2017
• CII Advanced Diploma in Financial Planning – April 2016
• CII Certificate in Discretionary Investment Management – October 2014
• CII Award in Long Term Care Insurance – November 2012
• CII Diploma in Financial Planning – April 2012
• CII Certificate in Life and Pensions – March 2012

Client testimonials:

“Having spent many years struggling with a barrage of information, both verbal and written, from my previous advisor I took the decision that things had to change in order to get a grip on my financial position.

My accountant recommended that I meet with Philip Feast. Philip listened to my concerns and from that initial meeting a plan evolved. I felt that there was a clear understanding of my financial position, given my age and circumstances. Our relationship has evolved over a period of time and I have total confidence in the advice I will receive both now and in the future”.

Mr E Scorse
Business Owner, Cornwall

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"Philip Feast at Taylor Money started looking after my financial planning 10 years ago, when I was 40 years old, at which point I had no pension, investments or financial plan in place. Thanks to Philip's guidance, ten years on at age 50, I am in a very different position, with a healthy pension, strong investments, and a financial plan that gives me and my family a very secure future. Philip is incredibly responsive, supportive and knowledgeable in all aspects of financial planning. I would absolutely recommend Philip and Taylor Money to anyone wanting to take control of their financial future."

Mr A McCreadie
Business Owner, Devon

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"Philip has brought a clarity to my financial planning that has been immensely valuable. He is easy to work with, highly responsive and delivers exactly the service I need as a busy professional. If you want a truly excellent adviser to look after your finances, look no further."

Anon
London Law Firm Partner, London

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"Philip's service and advice to my wife and myself has been first-rate. He is always willing to spend time explaining our various options and then work with us to find the best solution that helps us work towards our long-term goals. I like that Taylor Money is a local company, with a physical presence, as opposed to an anonymous call centre hundreds of miles away."

Chris F
Business Owner, Cornwall

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"Philip has been our financial advisor for over 10 years. We have always received excellent advice in relation to our portfolio. This advice has gone beyond the investments to include other areas in relation to tax planning and our wider financial position. Philip has also spent time speaking to our two sons helping them benefit from his financial experience. Whenever we need to action something in relation to our finances, Philip and the team are on hand and have always done things quickly and efficiently. Finally, Philip is a very personal advisor, and we find it particularly easy to discuss a range of issues with him, not limited to financial matters. We would personally recommend Philip to anyone looking for financial advice."

Mr and Mrs Coombs
Company Executives, Dorset