0330 038 8941
Based in Buxton
View locationChecks carried out by VouchedFor
FCA Regulated
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Philip has not received any client reviews in the past 12 months
Philip has not received any reviews in the last 12 months
Philip has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Philip has provided information on their typical fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Philip has not received any client reviews in the past 12 months
Philip has not received any reviews in the last 12 months
Philip has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Philip has provided information on their typical fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Philip
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 5 first impressions)
We build long term relationships with our customers built on mutual respect. We genuinely care for the financial wellbeing of our clients. We continually monitor our client's portfolios and achieve excellent results even in difficult economic times. We use the multi award winning True Potential system so clients are in control of their finances, with 24 hour access to their portfolios Via PC, or smart phones from anywhere in the world. We want to help you to take care of your finances. And through good times and bad we will be there with you every step of the way.
Offers available through VouchedFor
Contact Philip through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Philip's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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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.
Adviser Disclaimer
Phil Slater CeMAP CeFA MLIBF DipFA Independent Financial Adviser Disclaimer: Information in this email is confidential and is intended solely for the addressee and may be legally privileged. The contents are not to be disclosed to anyone other than the addressee and access to this email by anyone else is unauthorised. Unauthorised recipients are requested to preserve the confidentiality of this email and to advise the sender immediately of any error in transmission. Any disclosure, copying, distribution or action taken, or omitted to be taken in reliance upon the contents of this email by unauthorised recipients is prohibited and may be unlawful. At present the integrity of e-mail across the Internet cannot be guaranteed and messages sent via this medium are potentially at risk. Therefore we will not accept liability for any claims arising as a result of the use of this medium to transmit messages by or to Slater Financial Ltd. Although this message and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Slater Financial Ltd for any loss or damage in any way arising from its use. Slater Financial Ltd Registered address: 9 - 10 St Anne's Square, Buxton, Derbyshire, SK17 6EA Tel: 01298 212444, Fax: 01298 70715 Email: info@slaterfinancial.co.uk Website: www.slaterfinancial.co.uk Slater Financial Ltd is authorised and regulated by the Financial Conduct Authority, for its life assurance, pension and investment services. Slater Financial Ltd is a limited company registered in England and Wales - company number 7111538