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

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.

Roger Phenton (Crewe)

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)

Phil is amazing at what he does, very professional and friendly but explains financial procedures in clear, easy-to-understand details. I have annual reviews to consider what might have changed and how to get the best from my investment. He always considers client requirements/location/busy diaries and works around you. He is always happy to bend over backwards to provide the highest level of client service, I would highly recommend Phil, Now Financial and the St. James’s Place investment programme.

Rachel Collier (Manchester)