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.
20 years later (including joining St James’s Place along the journey) NOW has grown, with a team of Financial Planners working alongside 850 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 objectives are simple, to improve the lives of every single one of our clients and help them live a life free from financial worry.
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.
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.
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.
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.