Philip Mountford Birmingham office
Philip Mountford

Philip Mountford

Associate Investment Director

Birmingham

+44 (0) 121 232 0700

About me

My primary role is to construct and manage bespoke portfolios for both direct and financial adviser introduced clients on a discretionary basis. These portfolios are designed to suit each individual client, based on their particular risk tolerance and investment objectives. They include SIPPs, ISAs, offshore bonds, trusts and corporate accounts. I have a passion for investment markets and work closely with Investec's research team to choose individual investments that are suitable for my clients.

Background/Experience

I joined the Birmingham office of Williams de Broe straight from university and have enjoyed helping the office grow since the takeover by Investec. With a wealth of experience in investment management I have built up a considerable knowledge of investment markets and formed close relationships with my clients and financial advisers over this time period. These relationships have enabled me to provide a high level of service for which I am immensely proud. The portfolio management skills that I have built up over the years mean that I can adapt to the ever changing needs of my clients and am therefore in a strong position to help them achieve their financial goals. Alongside my experiece I hold the Investment Advice Diploma and a Masters in Wealth Management.

My Interests

I enjoy both watching and playing football with my local team being the Wolverhampton Wanderers. Travelling is also something I enjoy greatly and I am keen to see as much of the world as possible.

My areas of expertise

Contact me via the form above to learn more about...

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

Old couple sitting on bench

I enjoy helping my clients achieve their financial goals and Investec gives me the tools to be able to do so.

Philip Mountford