Phil Cross Company Director - Chartered Financial Planner

Phil began his career in the building industry as a quantity surveyor and sticking with the numbers theme he moved into the financial services sector in 1989; now approaching 34 years’ experience. 

Phil founded Direct Financial Planning in 1991 with the aim of providing the best quality independent advice to his clients. Having achieved status as a Chartered Financial Planner, Phil continues to study ensuring that, in a fast moving industry, knowledge is key to the best advice.  

Phil has worked with the press at a local and nation level with articles published regularly.

He enjoys keeping fit and is a fair-weather golfer.

With his son, Alex, joining the firm in March 2013, Phil has demonstrated his belied and commitment to the adviser marker and feels the future is very bright. In addition to Alex, his daughter Lauren has now joined the company in the role of Marketing Manager.
He has been married for 35 years and is now a proud grandfather to 3 wonderful grandchildren.
 

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