Jo Dionysiou (Knutsford)
Phil has been instrumental in getting me to think about where I want to be “post work years”. His approach really shines a light on key areas to focus on and he never pushes any products on you. I would highly recommend Phil and his team, especially if you want to get yourself organised and focused on what matters to you.
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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