Phil Cook
Wealth Planning Director at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) | Greater London, England, United Kingdom
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Phil Cook is a seasoned Wealth Planning Director at Canaccord Genuity Wealth Management, where he has been instrumental in shaping tailored financial strategies for high net worth individuals, entrepreneurs, families, and trustees since 1998. His extensive experience in the wealth management sector allows him to provide comprehensive independent financial advice that is both practical and aligned with each client's unique investment objectives. Phil’s expertise encompasses a wide range of areas, including retirement planning, inheritance tax planning, and strategic financial planning, ensuring that his clients receive holistic solutions that address their immediate needs and long-term goals.
At Canaccord Genuity, Phil plays a pivotal role in developing bespoke financial planning solutions that consider the complexities of wealth management. His approach is characterized by a disciplined investment philosophy, which places a strong emphasis on understanding each client's financial landscape. This includes navigating the intricacies of pension funds, defined benefit schemes, and the Enterprise Investment Scheme (EIS), all while ensuring compliance with personal tax planning strategies. Phil’s commitment to delivering exceptional service is evident in his ability to build lasting relationships with clients, guiding them through the evolving financial landscape with confidence and clarity.
In addition to his direct client work, Phil is actively involved in key projects that enhance the firm’s wealth management offerings, leveraging technology and innovative financial tools to improve client engagement and outcomes. His dedication to continuous professional development and staying abreast of industry trends further solidifies his position as a trusted advisor in the wealth management arena, making him an invaluable asset to both Canaccord Genuity and his clients.
Wealth Planning Director at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man) in May 2019 to Present
Private Client Partner at Thomas Miller Investment in December 2014 to May 2019
Private Client Partner at BROADSTONE Group in December 2002 to December 2014
Investment Director at BDO Investment Management Ltd in December 2002 to May 2011
Research Analyst at Butler Toll Ltd in February 1998 to September 2002
See more
See less
Pensions
Retirement Planning
Investments
Strategic Financial Planning
Financial Advisory
Investment Advisory
Pension Funds
Investment Management
Tax
High Net Worth Individuals
Defined Benefit
Financial Planners
Wealth Management
Financial Planning
VCT
EIS
Inheritance Tax Planning
Personal Tax Planning
Investment Strategies
Financial Services
See more
See less
Discover more about Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)What is Phil Cook email address?
Email Phil Cook at [email protected]. This email is the most updated Phil Cook email found in 2026.
How to contact Phil Cook?
To contact Phil Cook send an email to [email protected]. (updated on September 13, 2024)
What company does Phil Cook work for?
Phil Cook works for Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)
What is Phil Cook's role at Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)?
Phil Cook is Wealth Planning Director
What is Phil Cook's Phone Number?
Phil Cook's phone +44 ** **** *409
Phil Cook Email Addresses
Phil Cook Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Phil Cook
Vice President World Sales at Chevron
Vice President at IRA Capital
Executive Director at Morgan Stanley Private Wealth Management
VP of Operations at Coleman/Lilly Family
Owner at C 34 Personal Training and Fitness
Circulation Substitute at New City Library
Provider Growth Associate at Headway
Director of Stakeholder Affairs at Caerus Oil and Gas LLC
Product Manager at SETWorks
Policy & Planning Coordinator at Washington Trails Association
Mental Health Therapist at Freedom Within Therapy and Wellness Center
Senior Manager, Global Brand Marketing - Sharpie at Newell Brands
Associate Territory Manager at Nuvectra
Intensive Care Nurse at Concord Hospital
Senior Customer Service Representative at First Federal of Bucks County
Sales Associate at Gap Inc.
Associate at Marx|Okubo Associates, Inc.
Senior Vice President Of Sales at MFour Mobile Research
President at Daughtry Jewelers of Goldsboro, Inc.
Enrollment Specialist at Cleary University
Sr. Manager Security and Defense Strategic Business Unit at Grant Thornton LLP
LPC at Family Works, Inc.
Director of Marketing at EisnerAmper LLP
Show more
Show less