staff & advisers

Phil has been providing Financial Advice since 1987

He has a wealth of experience working with clients and has been recommended consistently over the years. He takes personal pride in ensuring he gives his clients the best possible advice based on their financial circumstances.

Laura began her journey in the financial industry as an office junior in 2018.

Since then, she has completed her Diploma in Regulated Financial Planning from the Chartered Insurance Institute, which has provided qualification in Financial Services regulation and ethics, Investment principles and risk, Personal taxation, Pensions and Retirement planning, and Financial protection. Laura currently heads our team of upcoming Paraplanners, and regularly attends client meetings with aspirations of becoming a financial adviser

Alice has recently joined the team after graduating with a first-class degree from the University of Liverpool.

She is now working within the team of paraplanners at Higgs Financial Solutions and is studying for her Level 4 Diploma in Financial Planning.

After completing her A-levels in 2022, Maddy joined the team in 2023.

Maddy is currently working towards her Level 4 Diploma in Financial Planning. Maddy assists the advisers in report writing and research and is looking forward to progressing her career at Higgs Financial Solutions.

Sam has over 12 years’ experience as a business administrator, with the last 9 years being within the financial sector.

She oversees the day-to-day running of the office and provides valuable administrative support to the advisers and the rest of the team.