Susan Witterick (Manchester)
Phil is a very proactive financial planner. He communicates clearly and makes sure I always understand what actions we are taking and why – but even more to the point everything is based around my future goals. I always know where I stand financially and what I need to be doing to meet those goals. At the same time, things are flexible and when life situations change, it’s never a problem to adjust accordingly. I’d highly recommend Phil if you are looking for financial planning.
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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