Unavailable for contact through VouchedFor
Based in Bramhope
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Independent Financial Adviser with 24+ years of experience, specialising in Pension Transfers and Retirement Income I am an Independent Financial Adviser with over 24 years of experience in the financial services industry. I have a proven track record of helping clients achieve their financial goals, and I am passionate about providing tailored advice that meets their individual needs. I have a breadth of experience in financial planning, including Pensions, Investments and Protection. However, my speciality is Pension Transfers and Retirement Income. I can provide expert advice to those considering moving out of their defined benefit pension and to those who are reaching retirement and want to turn their pension into an income. I understand that Pension Transfers and Retirement Income can be complex and daunting processes, but I am here to guide you every step of the way. I will work closely with you to understand your circumstances and goals and then develop a tailored plan that is right for you. I will also keep you fully informed throughout the process, and I will be available to answer any questions you have. My goal is to help you make the best possible decisions about your pension and retirement so that you can enjoy a comfortable and secure future. Here are some specific benefits of working with me: I am an Independent Financial Adviser, which means that I am not tied to any particular product or provider. This allows me to offer you unbiased advice that is in your best interests. I have over 24 years of experience in the financial services industry, and I have a deep understanding of the complex world of pensions and retirement income. I specialise in Pension Transfers and Retirement Income, so I can provide you with expert advice on these important financial decisions. I am passionate about helping clients achieve their financial goals, and I will work closely with you to develop a tailored plan that is right for you. I will keep you fully informed throughout the process, and I will be available to answer any questions you have. If you are considering a Pension Transfer, or if you are reaching retirement and want to turn your pension into an income, please contact me today. I offer a free initial consultation, and I would be happy to help you in any way that I can. I base my advice on your lifestyle and what you want to achieve not pushing specific products because they are popular.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Phil's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Age group
Time as client
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.