James Phillips & Co was established in 1990. We are a team of 4 who employ our experience and qualifications into providing our clients with quality independent advice and service in the following fields:

Investments

Pension Planning

Domestic mortgage loans and equity release

Protection and healthcare

Inheritance tax planning

Directors and staff employee benefit arrangements


Although the number of clients who seek advice has risen markedly, the ethos of the business remains - that is to provide all of our clients with a first class PERSONAL service.

Why choose us?

Patrick McGee Limited provide Independent Advice and hold the prestigious Chartered Financial Planners designation awarded by the Chartered Insurance Institute (CII). Only the UK's premier financial planning firms qualify for Chartered status

Access to discounted investment products with or without advice

Licensed to transact business within the entire investment and insurance market

Regulated by the Financial Conduct Authority we abide by the highest Code of Ethics as set out by the Chartered Insurance Institute


Call: 020 8294 1111


©2014 James Phillips



James Phillips