Having been in financial services for over 30 years, many of which were spent successfully establishing and building Flackwell Financial, which has now merged with Seifert & Dunk Wealth Managers, Phil has recently taken up his new role as a business consultant.
Phil and business partner Karen took the decision to merge their Partner Practice Flackwell Financial with Seifert & Dunk Wealth Management. After 20+ years running Flackwell and advising clients on their finances, they wanted to ensure their business, and most importantly their clients, were in safe hands for the next 20+ years.
Jonathan Seifert and Mathew Dunk are both Chartered Financial Planners, and well placed to advise clients on the ever-growing complexities of their finances. After getting to know Jonathan and Mathew it was felt that Flackwell Financial had a great synergy with Seifert & Dunk with a comparable approach to financial planning. This merger will only have positive implication for our clients existing level of service and build a stronger business for the future.