Phoebe works part-time at Philpott Financial, dealing with emails and phone calls, as well as meeting and greeting clients.

Phoebe is well placed in her role in client services, having previously owned a successful local business. She uses that experience to provide personable support to clients and staff.

For Phoebe, the client experience is central to the financial planning process, which is why you might hear from her from time to time.

Rest & play

Phoebe loves her two children and enjoys looking after them when she isn’t working.

In her spare time, Phoebe loves to travel – preferably somewhere hot and sunny!

Phoebe also enjoys hot yoga, as well as a hip-hop ride on her Peloton bike.