Phoebe Kalsi

Phoebe is the Client Director at Pool House Advisers and works closely with both David and Jonathan’s clients whilst also advising her own client bank. Phoebe joined the company in 2011 and has since qualified to Diploma level. Phoebe has a total of 12 years Financial Services experience and is currently working towards her Chartered Status.

Qualifications:

  • Diploma in Financial Planning
  • Certificate in Mortgage Advice
  • Certificate in Life & Pensions

Phoebe Kalsi SPS Certificate