The World Citizens team brings together high levels of skill and substantial experience, with the kind of personal understanding and insight you can’t put a price on. We know that having your finances spread across countries is not just a matter of numbers - it impacts on everything from cultural identity to family relationships, and often has as many emotional implications as practical ones.

 

Founded by Phil Billingham and Shannon Currie, World Citizens was born out of a desire to help the kinds of people for whom off-the-shelf financial advice simply doesn’t work. People who have assets, income or liabilities in multiple jurisdictions around the world. People like Phil and Shannon, and their family and friends. And, of course, you.

Credentials:

We hold the Chartered Financial Planner designation. The Chartered logo signifies that an individual or an organisation has committed to:

·        the highest levels of technical and professional knowledge and competence through professional qualifications

·        keeping knowledge and skills up-to-date through continuing professional development

·        ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.  

Perceptive Planning – the ‘parent firm’ of World Citizens – has been recognised as one of the ‘Top 100’ Financial Firms in the UK for the last 4 years. This recognition is as much about the structure and achievements of the firm, as it is about size and profit. 

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Eleanor Clark
Financial Planner

 

Associates & Staff

Kelly Bristow
Client Service

Leon Hayward
Client Service

Sally Collins
Client Services

Mary Crossman
PA to the Directors

Lucy Goodwyn
Client Service