We've been talking about and recommending ethical and sustainable investments for many years now. That way you can know you're not just making money, but that your money is doing good things. That's the future. We use award-winning technology to enhance the personal service we offer. It means we can work efficiently, keep our fees low and our communication levels high.
That, too, is the future. We're embracing it. And that's what makes us different. It's a complicated world. We use the latest, award-winning technology to find the most appropriate solutions for our clients, based on a detailed knowledge of their needs. We also know our clients want to know what's happening to their money, whenever they want.
That, too, is the future. We're embracing it. And that's what makes us different. It's a complicated world. We use the latest, award-winning technology to find the most appropriate solutions for our clients, based on a detailed knowledge of their needs. We also know our clients want to know what's happening to their money, whenever they want.
Services
Philip James Financial Services was established by Philip Hanley (James is Philip's middle name) in 2000 and has been directly authorised with the Financial Conduct Authority since 2011. That means we're completely independent and not part of a network or tied to any other big company.
We offer straightforward investment, pensions, and protection advice with a personal service, Philip James Financial Services now has over 180m under advice and between them, our advisers look after some 900 clients.We are proud to be members of the Ethical Investment Association and the UK Sustainable Investment and Finance Association.
We offer straightforward investment, pensions, and protection advice with a personal service, Philip James Financial Services now has over 180m under advice and between them, our advisers look after some 900 clients.We are proud to be members of the Ethical Investment Association and the UK Sustainable Investment and Finance Association.
It may be that you're concerned about the world in which we live. Or that you want to ensure that your investments won't support, for instance, tobacco, armaments or fossil fuel companies. Once again, those holding lengthy meetings and internal consultations do not understand the real world. How do you 'improve engagement', in other words, encourage workers to pay more to and not opt out of workplace pensions?
And that although 70% of investors want to feel their investments are doing more good than harm, only 10% of advisers regularly recommend ethical and sustainable investments? We're proud to be part of that minority. As members of the Ethical Investment and UK Sustainable Investment and Finance Association, we can help you to invest responsibly without sacrificing the best financial returns.
Buying a house and taking out a mortgage are likely to be your biggest ever financial commitments. Yet most of us spend more time choosing the right pair of shoes or which film to watch on Netflix. Don't let it be the same with your mortgage, as the wrong choice of loan and lender may haunt you for many years to come.
Most of us have had more than one job, which means we can end up with a complex mix of pensions of which it's often hard to make sense. Whether you want to retire, to plan for retirement, work less or take money from your pensions, we'll help you make sense of what you have and what you need.
As the size of your pension funds and the income they can produce depend on the success of the investments they hold, arranging a coordinated investment strategy is often our starting point.We'll work with you to advise how, when and from where you should take your pension benefits. We'll often advise you to take the income you need from a mix of investments and not just from your pensions.
As the size of your pension funds and the income they can produce depend on the success of the investments they hold, arranging a coordinated investment strategy is often our starting point.We'll work with you to advise how, when and from where you should take your pension benefits. We'll often advise you to take the income you need from a mix of investments and not just from your pensions.
Reviews (1)
Ikechukwu Okwuokei
Aug 24, 2021
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I lost my job during the Covid 19 lock down without a pay off from my company, life haven't been easy for me and my family, until a very good genuine friends of mine introduced a reliable binary manager to me Mrs Lilian Wilson who gives me the opportunity to start up with the some of $500 unknow to me that, that's was the beginning of my success in life and since then I've never been lack of anything of which money can buy because of my profit in every trading circle i always earn money easily, this had been my testimony since then you can also give her a try if you might be daunting me contact
