James Phillips & Co was established in 1990. We are a team of 8 who employ our experience and qualifications into providing our clients with quality advice and service in the following fields:
- Investments
- Pension Planning
- Commercial and domestic mortgage loans and equity release
- Protection and healthcare
- Commercial, business and private lines insurance
- 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?
- We are a highly qualified team of advisers and support staff led by Patrick McGee, Chartered Financial Planner
- We offer you the choice of fee or commission based advice
- Access to discounted investment products with or without advice
- Licensed to transact business within the entire investment and insurance market


