0160 328 0183
Based in Norwich
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
Phil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Phil's status
6
Recent Client Reviews
Verified reviews: 100%
Phil has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 05 October 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.
5
Qualifications Uploaded
5 qualification certificates available to view
Phil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Phil has provided information on their typical fees
Phil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Phil
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Phil (based on 15 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
Phil is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Phil's status
6
Recent Client Reviews
Verified reviews: 100%
Phil has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 05 October 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.
5
Qualifications Uploaded
5 qualification certificates available to view
Phil has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Phil has provided information on their typical fees
Phil has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Phil
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Phil (based on 15 first impressions)
Hi my name's Phil, I have a very friendly relaxed manner and believe in treating people how I would like to be treated myself. I take the time to get to know people and what's important to them, because everybody's different. I like to explain things in a simple easy to understand way. I love it when my advice is literally life changing and when it allows people to buy and do things they never thought would be possible. If you are unsure or worried or confused about something, I love discussing the issue and leaving you feeling happier, more reassured and relaxed. As an Independent Financial Adviser (IFA) I can select the best provider, product & Fund from the whole market to suit your individual needs. I Have 22 years experience in Financial Services and can give you Advice, Help, Information and Guidance in the following areas: Planning for your Retirement - Pensions Life Protection and Critical Illness cover ISA’s, Bonds and other Savings and Investments Inheritance Tax (IHT) and Estate Planning Planning ahead for later life and your Long-Term Care needs. Income Protection Business Protection-Key Person I have a team of Specialists I work with and between us we can also help you with: Mortgages Wills, Trusts and Power of Attorney Equity Release Final Salary - Defined Benefit Pensions I have a Level 6 Qualification and have chosen to specialise in pensions as I believe planning for retirement is one of the most important areas of financial advice and everybody needs help in this area. Sandringham’s simplistic, user friendly process’s will allow me to spend more time looking after you and less time doing admin. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen. Outside of work I like to stay fit and love the outdoors and enjoy walking, Running, kayaking, Paddleboarding and cycling. I also enjoy wildlife photography as I love getting out in the countryside to escape from computer screens for a bit.
£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
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