Episode 18: Philippa Hann

Philippa Hann, Managing Director of Clarke Willmott LLP

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and Philippa delve into the details about:

• Philippa’s career to date and the responsibilities of her role in litigation at Clarke Willmott

• The British steel situation and what can be taken from it

• Pension transfers: The most common reasons advisers trip up

• The Financial Ombudsman and the most common industry failings

• PI cover: Is what’s offered to advisers woefully inadequate?

• DFMs: How they often prove to be popular amongst advisers

• Philippa’s approach to retirement and what her portfolio looks like

Guest profile

Philippa Hann is the managing director of litigation at Clarke Willmott and a specialist in investment product misselling claims and negligent investment advice. She has experience in running group actions on behalf of large numbers of claimants.

Philippa holds the Chartered Institute of Insurers (CII) diploma in regulated financial planning and is a member of the CII. She is a regular guest speaker for both the CII and the Chartered Institute for Securities & Investment and is also a regular contributor for BBC Radio Bristol.