Top 5 UK Financial Adviser 2016
Voted one of the UK’s top 5 most-reviewed advisers, as listed in The Sunday Times top 250 IFAs (independent financial advisers) supplement, based on reviews on independent consumer ratings website VouchedFor.co.uk.
Personal financial advice supported by award winning technology
In today’s world we all crave simple, straightforward advice, communicated well and backed by sound facts and expertise.
At Philip James we use the latest, award-winning technology to find the most appropriate solutions for our clients, based on a detailed knowledge of their needs. We listen and take the time to understand personal circumstances, concerns, and requirements.
We also know our clients need to know what’s happening to their money whenever they want. So we provide the most advanced software solutions to allow them to access this, anytime anywhere.
With over 30 years experience in financial services, Philip has run his own financial planning practice, Philip James Financial Services, since 1994. Consistently offering straightforward investment and pensions advice with a personal service, we now have over £62m under advice and over 600 clients.
We are members of the Ethical Investment Association and UKSIF – the UK Sustainable Investment and Finance Association.CONTACT US
Meet the team
Philip Hanley BA (Hons) Exon, AFPC, Dip PFS
Director and Independent Financial Adviser
Philip set up Philip James Financial Services in 1994, changing to a limited company directly authorised with the FCA in April 2011. He has completed the Chartered Insurance Institute’s Advanced Financial Planning qualification and is a member by Diploma of the Personal Finance Society.
Philip runs his business from the Cotswolds, where he lives with his wife, three sons and a daughter.EMAIL ME
Independent Financial Adviser
John began his career at Allied Dunbar in 1990 as an adviser, later promoted to manager. He became an independent financial adviser in 2004 and joined Philip James Financial Services in 2015.
As well as providing investment, pension and protection advice, John is our equity release and auto-enrolment/workplace pension specialist.EMAIL ME
Protection Adviser and Client Relationship Manager
Nigel started his career in financial services in 1990 as an adviser with Prudential, becoming an independent financial adviser in 2001 and moving his business to become part of Philip James Financial Services at the end of 2012.
Nigel is married with three grown-up children and has lived and worked in the Cotswolds for over thirty years.EMAIL ME
Jim spent twenty years with Prudential, where he rose to hold both Sales and Training and Competency Manager positions.
He has developed this latter role since leaving ‘the Pru’, and is now a specialist Consultant, whose role is to monitor and coordinate our compliance processes.EMAIL ME
Donna has worked in financial services administration for nearly thirty years, the first twenty of those with Allied Dunbar (now Zurich) in Swindon. She is responsible for all aspects of our service to you as a client and our ‘back office’ operations.
Donna is married with two children and works from our ‘Admin’ office in Swindon.EMAIL ME
How can we help?
Email us with a brief description of your query and we will aim to get back to you within 2 workings days.GET IN TOUCH
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.
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