0330 038 8942
Based in Burford
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: January, 2013
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 24 April 2026
Philip and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Philip has received 12 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Philip has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 23 March 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Philip has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowPhilip has provided information on their typical fees
Philip has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
87
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 87 first impressions)97% of users who are not yet clients had a positive first experience with Philip
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Philip (based on 87 first impressions)
About
About me: As founder, director and principal adviser, I have some 35 years’ experience in financial services and became an adviser in 1992. With a degree in Law and Sociology from Exeter University, I have completed the Chartered Insurance Institute’s Advanced Financial Planning qualification and am a member by Diploma of the Personal Finance Society. And about my company: I set up Philip James Independent Financial Advice (James is my middle name) in 2011. We are directly authorised with the Financial Conduct Authority and so, as it says on the tin, we are completely independent and not part of a network or tied to another big company. We'll help you to invest responsibly, organise your pensions and savings, plan for retirement and both give, gladly and receive, sadly. We believe that financial advice does not need to be complicated and that our job is to leave you feeling better about your money - and your life.
