Philip is the Managing Director and financial planner at Booth Financial Planning, with more than 20 years of experience in financial services. He has a natural talent for strategic financial planning, which has helped numerous individuals and business owners achieve their desired lifestyle outcomes.
Philip’s approach is client-focused and tailored to the unique challenges our clients face. He understands the importance of providing clarity and peace of mind to his clients, who often have uncertainty about their future and want to make the most of their assets. He takes the time to learn about each client’s circumstances, goals, and values to create personalized financial plans that empower them to make informed decisions.
Clients appreciate Philip’s reassuring and approachable manner, as well as his ability to simplify complex financial concepts. Working with Philip, clients feel confident they are taking the right steps toward financial independence and a secure future.
Marion is an invaluable member of the team at Booth Financial Planning, serving as both Personal Assistant and Office Manager. She is the first point of contact for our clients and offers them reassurance and confidence that their needs will be met promptly and efficiently.
With her exceptional organisational skills, Marion ensures the office runs smoothly and that all administrative tasks are completed on time. Her attention to detail and dedication to providing excellent customer service means our clients can always rely on her to handle any queries or concerns they may have.
As our paraplanner, Richard plays an integral role in ensuring our clients receive the highest level of service. With many years experience, Richard is an expert in conducting research and analysis to help develop bespoke financial plans, tailored to our clients’ unique goals and circumstances.
Richard’s responsibilities include gathering and analysing client data, developing financial plans, preparing reports, and managing the administrative tasks that are crucial to our operations.
In addition to his technical expertise, Richard has exceptional organisational skills and attention to detail and he is dedicated to ensuring that our clients’ needs are always met in a timely and professional manner.
Elvis is the most energetic member of the team! He’s a rescue dog with a wild streak, but he more than makes up for it with his loveable nature and friendly demeanor. It’s great to have him on board and he’s great for team morale and keeping us active.