James Phillips & Co was established in 1990. We are a team of 6 who employ our experience and qualifications into providing our clients with quality independent 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?

  • 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
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Our Appointed Representative

FB Advice
The Personal Finance Society
CII
FSA