Phil Payandee

Phil Payandee is a committee member of the Personal Finance Society Birmingham region and a Senior Business Development Manager at Puma Investments. Having worked in financial services since 2008, Phil specialises in inheritance tax planning, Business Relief, estate planning and tax-efficient investments and holds level 4 DipFS qualification. Passionate about adviser education, Phil regularly works with advisers who are new to Business Relief, helping them understand how it can form part of a wider holistic estate planning strategy for their clients. He enjoys translating complex technical concepts into practical guidance and is a regular presenter at adviser events and CPD sessions. Through his involvement with the PFS, Phil supports adviser engagement, professional development and the sharing of technical knowledge across the profession. Outside of work, he enjoys travelling, playing padel and Zumba! What keeps him most active though is his two young children, Lucy and Oscar!