Client testimonials

  • Upon reviewing our insurances we realised that we did not have any mortgage protection in place and engaged Alex to look at the options best suiting our particular needs. Alex explained the options with recommendations, and in particular obtained cover that would otherwise have been difficult or too expensive. We are now very confident that we have suitable and adequate protection in place that is not excessive but suits our current and future needs.

    Sarah Back - Rainham
  • I would have no hesitation at all in recommending Phil to provide high quality, detailed and innovative financial planning advice. He has advised me for a number of years now on a wide range of affairs and really invests the time to understand your position and objectives, and works to provide the best solution. Overall, a very impressive service.

    Sam Colyer – Hempstead
  • I have been working with Phil now for around 14 years in his field as a Financial Advisor, until then I had only been given ad-hoc advice. It was encouraging finally to find someone with the expert knowledge that Phil has to work with in a proactive and personable relationship. Over the years I have been associated with Phil he has given me invaluable advice and together we are now managing a wide range of my financial requirements, from investments and Pensions through to social impact planning. I am pleased to recommend Phil for these reasons and above all for his integrity and professionalism.

    Tom Wiltshire – West Malling
  • I first used Phil for a Will – that was in 1988! He has been a trusted and reliable source of knowledge that has since secured my future financial planning. I have a sound investment portfolio that has diversified my risk but also has been an exciting path to follow. Phil has helped me understand what areas I can invest in and taken decisions that I understand. He always speaks in a language I can understand and I feel I have a sound future when it comes to my financial planning.

    Julie Anderson – Maidstone
  • I realised I had a passive IFA and in view of my pending early retirement I needed to find a more ‘tuned-in’ IFA. Philip completely reorganised my investments and pensions which resulted in a boost to income and investment returns. I have been very satisfied with the outcome. Obviously Philip cannot control the direction of markets but he does extremely well in providing the protection on investments that suits me and my attitude to risk across a number of products

    Cliff Hanson – Chislehurst
  • Phil gave me excellent advice. He advised me on what plans best suited my circumstances and retirement plans. He explained the schemes in details without any pressure. The old schemes have now been transferred without any problems

    Robert Humphries – Bordeaux, France

Stock Exchange Indices

Value Move %
FTSE 100
7585.46 20.54 0.272
FTSE 250
20372.52 123.779 0.611
FTSE 350
4225.3 13.63 0.324
FTSE All Shares
4190.21 13.62 0.326
Dow Jones
33212.96 575.772 1.764
12131.131 390.48 3.326

Address Details

Direct Financial Planning UK Limited
2A Galleon Way
Lower Upnor
T: 01634 730800
Email Us