Phil Greenwood

CeMAP Qualified Mortgage and Protection Advisor

Phil Greenwood is a seasoned CeMAP Qualified Mortgage and Protection Advisor in Warrington with a rich professional journey.

Commencing his career in sales at the age of 16, Phil’s trajectory led him to the financial services realm in 2014, marking a pivotal shift. Phil attained his CeMAP qualifications in 2010, laying the groundwork for his subsequent role as a Mortgage Advisor from 2014 onward.

His ascent within the field has been noteworthy, progressing from a trainee Mortgage Advisor to assuming the responsibilities of a trainee Compliance Officer. Integral to his role were training initiatives for both new and existing advisers, coupled with vigilant monitoring of their performance to ensure compliance with industry standards.

Phil’s advisory scope encompasses residential mortgages, buy-to-let, commercial, bridging finance, and protection, all underpinned by a dedicated customer-centric approach. Adhering to the Financial Conduct Authority’s regulations, he places paramount importance on consumer duty of care. Phil actively stays abreast of the dynamic financial landscape through regular engagements with lenders’ business development managers, online webinars, and forums, ensuring his advice remains current and robust.

Beyond his professional pursuits, Phil is a music enthusiast and a global presence in the online DJ community, sharing his passion for various genres of house music. Family holds a central place in his life, with his son Alfie being a source of joy and inspiration, and his wife Tracey being his confidante. The endearing title of “Papa Phil” from his grandchildren underscores the cherished moments he shares with the younger generation. Outside the financial realm, Phil finds joy in maintaining a balanced lifestyle, enjoying workouts, fishing excursions, and cherished moments with his family.

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