James Phillips & Co specialises in arranging pensions for both individuals and groups.

  • Group Pensions
  • Individual Pensions
  • At Retirement Planning


Group Pensions

James Phillips & Co operate company pension schemes and stakeholder plans for small to medium-sized firms, providing advice to both employers and employees.

Individual Pensions
The best and most tax-efficient methods to structure individuals’ retirement plans, including how best to deal with pensions from previous employments, and how to top up company pensions.

At Retirement Planning
The different types of annuity, how to find the best rate, and what the alternatives are to annuity purchase – SIPPS, drawdown and phased retirement.

Please contact Patrick McGee by clicking here…