Phil Oats

In my 8 years with NOW I have spent most of my time working with business owners and their families helping them to achieve their business 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 in the workplace – going out to clients and presenting to their staff on pension planning and other financial topics.

I’m married with two daughters, and with what little time this leaves me I like to keep fit and active. Running and cycling, and hopefully more travelling when the world re-opens.

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.