The Vision
In early 2001, NOW founders Andrew Morgan and Carl Hilton started to feel disillusioned while working for one of the UK’s biggest life assurance companies.
The focus for most Financial Advisers was a product and there was often little or no ongoing support offered. They believed there was a better way to do things, to provide support from first contact throughout the various life stages. They wanted to make a genuine difference using money as a tool to help people live the lives they desired. They wanted to offer a service that as clients they would demand.
NOW was the time to do things differently. On 19th August 2002, and with only 15 potential clients, NOW opened its doors to offer Life Focused Financial Planning.
Over 20 years later (including joining St. James’s Place along the journey) NOW has grown, with a team of Financial Planners working alongside 950 clients, across the North West and the whole of the UK.
NOW continues to evolve. We’ve never stood still in what we do and we’re always asking ourselves what can we do better for our clients. We’re always looking for ways to improve what we do.
With Life Focused Financial Planning at our core, our purpose is simple, to improve the lives of every single one of our clients and help them live a life free from financial worry.
Testimonials
We were initially anxious about which product to choose but following the advice of our advisor we selected a Care Annuity for Mum. The process took almost a year to conclude, due to the pandemic but the level of patience from our advisor was much appreciated. We would recommend their services without hesitation. We trusted the advice given and everything was clearly explained.
There are two areas of importance to ourselves, first our funds grow above inflation and second we can plan ahead for our future retirement with confidence. NOW Financial Planning has achieved on both counts and we are more comfortable and relaxed than at any time in our lives!
*Past performance is not indicative of future performance.
Phil has been advising and supporting me for many years now and well, I’m still with him and wouldn’t consider going anywhere else. I trust him implicitly, not only because he knows his financial onions without a doubt, but because he listens, takes time to understand individual needs and concerns and responds in a considered, thoughtful and thorough manner. Phil doesn’t just look at financial requirements and financial security, he takes time to fully understand the unique needs and desires of real people. That’s rare.
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