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