Why Now?

SIMPLE. Our aim is to improve the lives of every single one of our clients and help them live a life free from financial worry.

So are you ready to start planning for the best life possible?

Are you looking for expert assistance to help you prepare for and support you along this journey?

If so, you’ve come to the right place.

Life focused Financial Planning is about squeezing everything you can out of life.

How can you do this if you aren’t planning effectively?

Our passion is to help you design and plan your future.

Once we’ve achieved this, we’ll work with you for life to ensure you live life on your terms and nobody else’s.

We strongly believe Financial Planning isn’t just about the technical skills but the human skills too

Our Financial Planners understand the importance of listening carefully, empathy, being realistic, flexible and communicating in a clear and jargon free way.


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)

I was introduced to Karen, a mortgage adviser, who helped me secure a mortgage on my family home following my divorce. Karen was supportive and professional. We talked about my long term plans and the fact I would be selling my house once my daughter finished her A-levels. Once I sold my property, Karen introduced me to Adam a financial advisor, together they both helped me plan for my future.

Michele Pritz (Hale)

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)
Book on offer

Get a Copy of Our Book: It’s Time to Really Live

Our NOW book is packed with our existing clients’ passions and pastimes. Plus – top tips to help you achieve your own.

Register for your copy here

Our coffee or yours?


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