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



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.

Susan Witterick (Manchester)

Karen Coello is exceptional as an adviser and also is a very kind and trustworthy person. I felt completely confident in her skills, ability, knowledge and professionalism. Karen took all the stress out of the process of buying a home. She was very efficient and thorough, but at the same time very understanding and kind. I felt completely safe with her advice.She explained financial options to me very clearly I whole heartedly recommend Karen Coello. She took all the stress away from the process. She made the process a pleasure, which was wonderful and gave me excellent advice.

Marie-Claire Hancock (London)

I wanted to plan for my family’s long term financial future and was recommended Adam by a close friend. He instantly made us feel valued, fully supported, and offered advice which best suited our finances and situation. I cannot rate him, or the service, highly enough and look forward to his ongoing support.

Daniel Larkin (Bolton)