Phillip Kerley
Phillip Kerley is the owner and director of Hawkeye Financial Ltd, a comprehensive financial services firm dedicated to helping clients navigate the complexities of personal and business finances. With expertise spanning pensions, investments, mortgages (residential, buy-to-let, first-time buyer, equity release, and commercial), and protection solutions for individuals, families, and business owners, Phillip brings a client-centric approach to financial planning and advisory services.
Beyond the office, Phillip is an accomplished Qualified Tennis and Padel Coach, maintaining his passion for sport and fitness on the court whenever possible. A firm believer in work-life balance, he can often be found sharing the office with his beloved dog, Millie—a constant companion who brings warmth to the workplace.
He combines his professional dedication with a genuine commitment to family and community, bringing both strategic insight and authentic values to everything he does.
I advise on
Pension Planning
Inheritance Tax Planning
Equity Release
First Time Buyers
Personal Protection
Business Protection
Trusts
Pension Consolidation
Private Medical Insurance
Shareholder Protection
Income Protection
Wealth Management
Residential and Buy to Let Mortgages
Bridging Loans
Lifetime Mortgages
Will Writing
Powers of Attorney
Critical Illness Protection
Remortgages
Pension Switching
Annual Investment & Pension Reviews
Risk Profiling
Fund Switches to maximise profit and align risk
Mortgage Rate Switching
Purchases
Level Term Assurance
Decreasing Term Assurance
Cash Flow Forecasting
Commercial
Keyman Assurance
Relevant Life
Accreditations
CeMAP
CeRER
Diploma for Financial Advisers (DipFA®)
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