Modern solutions for today’s
ever changing marketplace

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Personal financial advice supported
by Award Winning Technology

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Top 5 UK Financial
Adviser 2016*

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*Voted one of the UK's top 5 most-reviewed advisers in 2016 by VouchedFor

Excellent communication and customer service is the key

Communication is key to our business. We make sure our recommendations are simple and straightforward so you completely understand the advice given, and why it’s the best possible solution for you. We also like to keep you informed on all things financial. So we provide our clients with a weekly newsletter and regular blog and social media posts giving Philip’s views of the week’s events and the financial implications. We like to keep these light-hearted, some might even say amusing!

Philip James Financial Services: Voted Top 5 IFA 2016 by VouchedFor.

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What our clients have to say

Philip has provided professional advice appropriate to our needs by taking the time to find out what our requirements are. He is reliable and delivers what is promised.
Lindsey Braune

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