Phil Oats

Since joining NOW in 2014, I have spent most of my time working with business owners and their families helping them to achieve their business and life goals.

I love the client-facing, relationship-building we do at NOW and the way we help business owners look beyond their immediate options to things that are relevant to their futures and their wider lives.

I also devote time to supporting financial education and financial wellbeing in the workplace – going out to businesses and presenting to their staff on various topics. 

I’m married to Sam and we have two daughters who are at primary school, Keira and Imogen. We enjoy going on holidays and having days out. Other interests include sport, electronic music, reading non fiction, running, cycling and socialising.

Tea or Coffee?

Why not get in touch to discuss your requirements? We understand that life is busy, that's why we're happy to meet in person or virtually. Let's start to plan your future together.