Philip Challinor - Chartered Financial Planner

Philip is one of only 1,900 Chartered Financial Planners in the UK and was awarded the qualification in 2009.

In addition to being Chartered, Philip has also achieved the Certified Financial Planner (CFP) license. The CFP Certification is the only globally recognised mark of professionalism for financial planners.

A 'Certified Financial Planner' professional is a trusted adviser who works with you to review all of your options so you can make informed decision about your financial situation at every stage in life. By meeting rigorous international competency, ethical and professional practice standards, a CFP professional is qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goals.

During his career, Philip has studied and achieved the following qualifications:
Financial Planning Certificate (FPC)
Certificate of Financial Planning (CFP)
Advanced Financial Planning Certificate (AFPC) papers:

G10 Taxation & Trusts
G60 Pensions
G70 Investment Portfolio Management
G20 Personal Investment Planning
SV1 Savings & Investments
K10 Retirement Options
K20 Pension Investment Options
AF3 Pensions Planning

Philip is a member of the following professional organisations:

The Institute of Financial Planning (IFP)
The Chartered Insurance Institute (CII)
The Personal Finance Society (PFS)

Philip joined the financial services industry in 2000 when he started working for the Self Financial Planners Limited in Stratford upon Avon. In 2010 Philip left Self Financial Planners in order to create a new cutting edge financial planning business - Chatfield Private Client Limited

Philip lives in Birmingham with his wife Charlotte and their two little boys, Thomas and William. Growing up on a farm he has a keen eye for nature, so much so that six chickens now reside at the far end of the garden though strenuous efforts are made to keep them off the vegetable patches.

Philip and Charlotte met whilst they were both studying for a geography degree at Birmingham University. Their early holidays to places such as Iceland, the Lake District and the Canadian Rockies closely resembled geography field trips but for the time being they are content to dig holes on the beach with the children.

Philip is a member of Edgbaston Golf Club and has played golf for Shropshire at U18 and U21 levels as well as for Birmingham University golf team throughout his time there. His golfing ambitions are to play every course that has hosted the British Open and, in many years' time, to score less than his age for 18 holes. When he's not on the golf course he often rows away on his Concept II and competes each year in the British Indoor Rowing Championships.

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