Phil Oats
DipPFS
Since joining NOW Financial Planning in 2014, I have spent most of my time working with business owners and their families, helping them achieve both their business and life goals. In 2022, I was proud to become a Director of NOW, and I am now also a business owner myself, which gives me an even deeper understanding of the challenges and opportunities our clients face.
I love the client-facing, relationship-building side of our work and the way we help business owners look beyond immediate decisions to focus on what really matters for their future and their wider lives.
I am also passionate about supporting financial education and wellbeing in the workplace, regularly visiting businesses to present on a variety of financial topics for their staff.
Outside of work, I’m married to Sam and we have two daughters, Keira and Imogen. We enjoy holidays and family days out, and I also have a keen interest in various sports, electronic music, reading non-fiction, running, cycling, and socialising.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
