Insights & Ideas

Phil’s advice has been sound and reassuring. He explained clearly in Laymans terms our finances and how they are performing. Overall service has been excellent and I would not hesitate to recommend…

Andrew is always at the end of the phone nothing is too much trouble, he alleviates all my anxieties. He is trustworthy, friendly and the upmost professional. I do not hesitate to…

Phil has been instrumental in ensuring the financial security of my elderly mother and I wouldn’t hesitate to recommend him to anyone. When making such important decisions it’s great to know there…

You put your life and future in the hands of a financial advisor and consequently a high degree of trust is placed in them. Having been Phil‘s client for many years now…

Karen Coello is exceptional as an adviser and also is a very kind and trustworthy person. I felt completely confident in her skills, ability, knowledge and professionalism. Karen took all the stress…

Andrew Morgan has given us fantastic financial advice and for over twenty years. During this time has helped our portfolio grow giving us a real chance at financial independence. Over the years…

Phil has provided considered, realistic and friendly advice to us which made a real difference to our finances and retirement plans. In what can be, for many, a blinding confusion of options,…

I wanted to plan for my family’s long term financial future and was recommended Adam by a close friend. He instantly made us feel valued, fully supported, and offered advice which best…

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…

Over the course of the last 20 years Andrew, and latterly Ceri, have worked hard to help me achieve my financial goals, and have done so very successfully. Supported by a really…

Before working with Phil and the team at NOW my financial planning strategy had been largely based around a hope that the decisions I was taking would deliver the desired results. Now…

Phil has provided me with wonderful advice and support which enabled me to take early retirement. Our review meetings are everything you would expect and more, structured, focused, supportive and friendly. I…