Dewhurst Torevell are pleased to announce the promotion of Phil Shaw to assistant director.
Phil has been a member of the Dewhurst Torevell team for nearly 6 years and the chartered financial planner was recently awarded a certificate and prize for achieving the best exam result in a recent Bolton Chartered Insurance Institute exam sitting.
The University of Leeds graduate started his career in financial services over 17 years ago having already spent 6 years in the Royal Air Force.
Phil provides financial advice and planning to clients and trustees. Clients are typically those who own businesses or individuals and families with first and second generation wealth. He also specialises in complex inheritance tax and capital gains tax advice, succession and estate planning, administration of estates, quota protection work, trusts and probate matters.
Commenting on his promotion, Phillip Dewhurst, Managing Director said: “We are delighted to recognise Phil’s achievements with this appointment. As a chartered financial planner, Phil is highly respected within the profession. Not only this but he has an excellent rapport with Dewhurst Torevell clients who regard him as a trusted adviser.”