Phil Kurzeja

You are here:
>>
>>
Phil Kurzeja
Financial Planner

 

Equity Release Council

Since graduating, Philip has worked in a variety of roles for a retail bank but then took the opportunity to further his career by becoming an independent adviser at AVT in 2015. He brings experience in working with individual and corporate clients in the areas of retirement, investment and protection.

“Working within the award winning team of AVT, I can offer my clients the most appropriate financial solution to meet their individual needs, and I take a great deal of pride in helping my clients to identify and meet their financial goals. In a world where legislation and taxation are constantly changing my regular client reviews enable me to identify opportunities to improve my client’s personal financial arrangements. Outside of work, my wife and I have a young family and that keeps me busy for much of the time”

How I can help

  • Holistic financial planning
  • Financial protection
  • Pre & post-retirement planning
  • Personal investment advice
  • Equity release expert
  • Trusts

Achievements and advanced qualifications

  • Pension transfer specialist
  • AF1 (Personal tax and trust planning)
  • AF3 (Pension planning)
  • AF4 (Investment planning)
  • Member of the Equity Release Council




Send me a message
Your Name (required)

Your Email (required)

You preferred phone number.

Your Message (required)





Please leave this field empty.
Back to top