Jo Wells Senior Administrator

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.

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.

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.

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.

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.