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Philip Oxley

International Financial Adviser

Previous Experience

Philip has over 30 years’ experience as a Financial Adviser - 20 years in the UK before moving abroad and for the last 10 years has focused 100% in a specialised market, assisting Superyacht crew with their personal financial planning.

Philip works around Europe during the Mediterranean season and winter in the Caribbean, dedicated to the needs and servicing of new and existing clients. The services and products he supplies have been driven and evolved from the needs of the Yacht crew clients he supports to include:

  • International multi-currency banking
  • Investments
  • Regular Savings solutions
  • Seafarer Tax Advice 

Qualifications/Accreditations

  • Certificate of Regulated General Insurance
  • CeMap Bridge Paper
  • Certificate in Mortgage Advice and Practice
  • Financial Planning Certificate 3
  • Financial Planning Certificate 2
  • Financial Planning Certificate 1

 

To contact Philip Oxley please complete the form below and click on the "SEND MESSAGE" button.

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