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.
SEE WHAT OUR EXISTING CLIENTS SAY ABOUT US
Chris has been a great support in helping me understand how to set my life goals alongside my financial objectives.
I have always found his advice to be very thorough and he has a great approach at simplifying the subject
to a novice. In our reviews and communication he is approachable and has a great skill at listening then incorporating that into future plans.
Since starting to work with Phil almost a year ago, I have found him to be extremely knowledgeable, professional and courteous. He places great importance on understanding a client’s individual situation and advising accordingly on the best course of action, taking into account both financial and life goals.
He is proactive in making contact and suggesting solutions, and efficient in giving timely responses to queries. All this is delivered in a warm, friendly and understanding way.
It is a real pleasure to work with Phil and I would not hesitate to recommend him to others. Thank you Phil!
Phil’s advice has been sound and reassuring. He explained clearly in Laymans terms our finances and how they are performing. Overall service has been excellent and I would not hesitate to recommend him and his team to anyone.
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 hereOur 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
.