0160 328 0183
Based in Norwich
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
6
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 05 October 2024
5
Qualifications Uploaded
5 qualification certificates available to view
Transparent Fees
Phil has provided information on their typical fees
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Phil
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 28 February 2025
6
Recent Client Reviews
Verified reviews: 100%
Independent Financial Adviser
Last checked: 05 October 2024
5
Qualifications Uploaded
5 qualification certificates available to view
Transparent Fees
Phil has provided information on their typical fees
15
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Phil
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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Phil
Phil has been very diligent and thorough and has listened to our needs and planned our finances in a way that is easily understood. The level of service and attention to detail has gained our confidence in Phil's services. We look forward to seeing some growth and feel rest assured we have invested in the right products.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Phil
Phil was recommended by a friend of ours. He came to our home for the initial meeting and we felt that he really listened to what we had to say before he gave us his advice. We are new to investing, Phil has given clear guidance about our options and let us have time to think through what we want to do. No pressure but support and clarity.
First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Phil
How refreshing to deal with a professional individual who is not only extremely efficient, but who genuinely wants to do the best for their client. Following our initial meeting Phil swiftly completed his research informing me of the options available to me. I now feel more in control and very reassured due to his guidance. I can thoroughly recommend Phil.
Review
by a verified client in Norfolk
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had wanted to start looking at advisors for my private pension and Phil was recommended to me.
How has Phil Oddy helped you?
He has assisted me with my pension fund
Have you seen the outcome you were hoping for?
Yes we have seen growth and I’m happy with his service.
Phil:
Thanks for your review Gary, Great to see your Pension performing better now it is being monitored more closely and managed, so many people don't look at their Pensions for years so well done for asking for advice/ help with yours. Thanks again PhilReview
by a verified client in Kent
9 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To help with finances.
How has Phil Oddy helped you?
When Phil explains things to us, he does it in a way that we understand. He has helped us no end with all of our investments, savings, pensions and we are currently going through inheritance planning with him.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Phil:
Hi Jim & Carol, Thanks for taking the time to complete a review. It's always a pleasure to call you or see you face to face. Everything is still going up very nicely so I will be calling with more good news soon. Thanks again PhilVouchedFor Disclaimer
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