Anthony Phillips

Paraplanning manager
0203 997 7649
anthony@monentipartners.com

Professionally speaking...

Highly technical and systems-minded, Anthony plays a key role in building robust financial plans and improving internal processes. He is passionate about using technology and problem-solving to enhance efficiency and deliver better client outcomes.

He began his career in a wholly fee-based firm, grounding his approach firmly in client-first values.

Today, Anthony is a senior paraplanner and a Fellow of the Personal Finance Society, with over a decade of experience in financial planning.

Personally speaking...

Anthony enjoys time with family, especially his nieces, nephews, and godchildren.

He loves live music, particularly ska and two-tone, follows sport closely, and is a devoted Chelsea FC supporter.

The proudest moment of my career

Achieving Fellowship status during lockdown was a hard-won and deeply rewarding milestone.

The three things I love most about my job

Seeing long-term plans come to fruition, enjoying the variety in my role, and improving client experiences.

The types of people I most enjoy working with

People who genuinely care about client outcomes and place them first.

At your service

Whether you are exploring financial planning or seeking clarity on a specific question, we are always happy to talk. Complete the form and we will contact you within 24 hours to arrange an initial, no-obligation conversation.

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