Jane Cordell (Social Enterprise Director)

Phil Oats is an exceptional financial planner. I have recommended him to several friends, all of whom are delighted with the service he offers. What makes Phil stand out is his genuine interest in his clients as people and his ability to listen and understand them well. Phil’s communication and approach to his work is clear, straightforward and jargon-free. If, like many people, you feel a bit intimidated by finances, pensions and investments, I warmly recommend him.

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