Phil Stockton, Chartered MCSI, FHKSI - Profile Picture

Phil Stockton, Chartered MCSI, FHKSI


Phil advocates fee-only financial planning and evidence-based investing. 

Phil holds the CII Diploma in Regulated Financial Planning, is a Chartered Member of the Chartered Institute for Securities and Investment (CISI) and a Fellow of the Hong Kong Securities Institute (HKSI). 

You can follow Phil on Twitter here

 

Our Financial Services


Private Capital delivers tailored solutions for clients' investment, insurance and protection needs.

ORSO: Group Retirement Planning

ORSO: Group Retirement Planning

Installing a well-designed and well-communicated ORSO group retirement plan is an easy way for employers to deliver an exceptional employee benefit...

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Group Private Medical Insurance

Group Private Medical Insurance

Optimise your cover vs. budget and simplify the process of getting the right cover in-force at the right price and at the right time.

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Second Opinion

Second Opinion

Tailored reports for those seeking a second opinion on existing investments, offering a succinct, objective, third-party review.

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Estate & Succession Planning

Estate & Succession Planning

Estate and succession planning provides peace of mind that your assets will be inherited by your chosen beneficiary. It starts with creating a will...

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Personal Retirement Planning

Personal Retirement Planning

Retirement is closer than you think! Click me!

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Protection Planning

Protection Planning

Protecting you, your family/dependants and or business is one of the most important areas of advice.

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Investment Management

Investment Management

Fee-only Evidence-Based Investment management which is unbiased, truly independent and executed in a highly cost efficient manner. 

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