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.

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Testimonials

Phil Oats is an exceptional financial planner. I have recommended him to several friends, all of whom are delighted with the service he offers. What makes Phil stand out is his genuine interest in his clients as people and his ability to listen and understand them well. Phil’s communication and approach to his work is clear, straightforward and jargon-free. If, like many people, you feel a bit intimidated by finances, pensions and investments, I warmly recommend him.

Jane Cordell (Social Enterprise Director)

Phil has provided considered, realistic and friendly advice to us which made a real difference to our finances and retirement plans. In what can be, for many, a blinding confusion of options, possibilities and financial jargon, Phil has the great ability to make things clear and, vitally, to listen. Consequently, we are now in a position where we know exactly what our current situation is, how that feeds into our immediate and mid-term plans and what we have in store further into the future. We’re secure in the knowledge that any changes will be incorporated into our plans sensibly and efficiently.
As a result, Phil comes with my highest recommendation to anyone thinking about their financial future.

Robert Martin (Salford)

Phil has provided me with wonderful advice and support which enabled me to take early retirement. Our review meetings are everything you would expect and more, structured, focused, supportive and friendly. I certainly would not hesitate to recommend Phil and the team to anyone.

Janet Cardno (Preston)