Phil Williamson joined Bluestar AMG in October 2022, bringing over three decades of experience in financial services. His career began at Pearl Assurance in the UK, where he worked from 1991 to 1997, before successfully running his own IFA business for over 16 years. From 2013, he transitioned into offshore advisory, specialising in cross-border financial planning for internationally mobile clients.

Phil holds the Full Financial Planning Certificate (FPC) and CeMAP qualification in the UK. His areas of expertise include investment planning, estate structuring, and holistic financial advice to high-net-worth individuals.

A pragmatic view of wealth creation

With a pragmatic view of wealth creation, his core philosophy is centred around diversification and disciplined financial strategy firmly believing in the importance of not putting “all your eggs in one basket.” He is driven by the flexibility and independence that the profession affords, and by the ongoing opportunity to meet and advise new clients.

Outside the Office

Phil is an enthusiastic golfer, avid fisherman, and a strong believer in living life to the fullest. Despite joking about his appearance, he prides himself on maintaining excellent health and a positive outlook.

Described in three words? Communicative. Dedicated. Driven.

Personal motto: “Carpe Diem” – seize the day.