Roger Phenton (Crewe)
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 I can honestly say he is a safe pair of hands. His advice and knowledge has certainly helped us achieve our financial goals. His calm and personable manner make our meetings a pleasure, even when dealing with complex financial matters. I would recommend Phil to anyone wanting a secure financial future.
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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