- 01792641611
- info@moose-financial-services.co.uk
Principal Financial Advisor
Phil Williams is a seasoned professional in the financial services industry, having begun his career in 1988. With over three decades of experience, Phil has developed a robust expertise in the mortgage and protection business. As a testament to his dedication and skill, he was honoured with the prestigious Principal of the Year award in Wales in 2017.
Phil holds several key qualifications, including CeMap and FPC 1, 2, and 3, which underscore his comprehensive knowledge and proficiency in the field. As a proud Welsh speaker, he connects deeply with clients in both English and Welsh, ensuring clear and effective communication.
Beyond his professional achievements, Phil is an avid cyclist, triathlete, and rugby enthusiast. These hobbies reflect his commitment to discipline, endurance, and teamwork, qualities that he brings to his professional life as well.
At the core of Phil’s approach is a firm belief in the importance of personal attention. He is dedicated to providing quality, informed solutions tailored to each client’s unique needs. This philosophy is the bedrock of his business, guiding him to consistently deliver exceptional service and support.
Mortgage & Protection Advisor
Joe Rees began his career in the financial services industry in 2019, transitioning from a successful tenure as a professional rugby player with the Ospreys and Worcester RFC. Bringing the same dedication and discipline from his sports career, Joe has quickly established himself in the mortgage and protection sector.
Joe is CeMap qualified, ensuring he has the expertise to guide clients through the complexities of financial services. His experience as a professional athlete has instilled in him a commitment to excellence and a strong work ethic, which he now applies to his role in financial services.
The transition from professional rugby to financial services has been driven by Joe’s passion for helping people. He finds immense satisfaction in assisting his clients with their mortgage and protection needs, and this drives his enthusiasm for achieving positive outcomes for them. The personal attention he provides is key to his approach, ensuring that each client receives tailored and informed solutions.
For Joe, the rewards of this role are not just in the financial results, but in the trust and satisfaction of his clients. His commitment to personal attention and client success is the cornerstone of his practice.
Moose Financial Services Ltd is an appointed representative of Sesame Ltd which is
authorised and regulated by the Financial Conduct Authority.
Company number 15412054 registered in England and Wales
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Specialist mortgage and protection advisors providing a wide-range of award winning services to suit our clients every need.