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.
At a glance: Markets experienced broadly positive performance last quarter Although there were bank failures, this hasn’t led to a wider sector collapse, and diversification helped smooth some of the volatility this…
At a glance The difficult economic forecast in 2023 means that more companies will face scale-backs or closure. Using reliable cash-flow data will provide early information on financial problems, so you can…
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