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 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.

Phil is a very proactive financial planner. He communicates clearly and makes sure I always understand what actions we are taking and why – but even more to the point everything is based around my future goals. I always know where I stand financially and what I need to be doing to meet those goals. At the same time, things are flexible and when life situations change, it’s never a problem to adjust accordingly. I’d highly recommend Phil if you are looking for financial planning.