Life Focused Financial Planning is about living life on your own terms
Design your future
The life you want begins with three questions
- What do you want?
- When do you want it?
- How do you make it happen?
Our coffee or yours?
Why not get in touch to discuss your requirements? We understand that life is busy, that’s why we’re happy to meet in person or virtually.
Let’s start to plan your future together.
The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy
.
Testimonials
You put your life and future in the hands of a financial advisor and consequently a high degree of trust is placed in them. Having been Phil‘s client for many years now I can honestly say he is a safe pair of hands. His advice and knowledge has certainly helped us achieve our financial goals. His calm and personable manner make our meetings a pleasure, even when dealing with complex financial matters. I would recommend Phil to anyone wanting a secure financial future.
Phil has been instrumental in ensuring the financial security of my elderly mother and I wouldn’t hesitate to recommend him to anyone. When making such important decisions it’s great to know there is someone you can trust 100% for advice.
There are two areas of importance to ourselves, first our funds grow above inflation and second we can plan ahead for our future retirement with confidence. NOW Financial Planning has achieved on both counts and we are more comfortable and relaxed than at any time in our lives!
*Past performance is not indicative of future performance.