Philip Teague

What were the circumstances that caused you to initially look for an adviser?

I have dual citizenship with USA and UK which complicated my financial decisions. Following the death of my husband I needed advice in financial planning

How has Philip Teague helped you?

Explanations, advice, clear communication and readily available

Have you seen the outcome you were hoping for?

Yes, absolutely

What could they have done better?

I don’t know how he could have done any better.

What were the circumstances that caused you to initially look for an adviser?

Complicated overseas dual nationals seeking advice for future financial security, both short term and longer term planning.

How has Philip Teague helped you?

Wealth of knowledge, fluent from both an American and UK perspectives from strategies, investment and income restrictions in both countries and diversification restrictions, limitations and benefits of either. Patience and fortitude to translate to a coherent level (no TLAs and financial language at a useable level). Provided accurate summaries of our meetings and provided guidance an recommendations that met our needs but exceeded our expectations. Incredibly personable in a not always a personable field, genuinely has breadth and depth in all financial areas but able to present to anyone at any level in a strong coherent manner. Met deadlines and followed through on promises and actions without London city prices.

Have you seen the outcome you were hoping for?

Yes. Frankly we have a short term strategy that we will execute towards and we will come back to him for continuing advise in the near term toward that long term future we constructed together. Actions speak louder than words, I have already recommended him to friends both here in the UK and in the USA.

What could they have done better?

He sells himself short, he has a lot more knowledge and experience than at face value. He is way better than those I have dealt with at larger muliti-nationals. I'll never go back to the city or big firms again, seek out Phillip it's so worth the call

This review is a follow-up review from a client who left a review previously.

How has Philip Teague helped you since your last review?

Occasional emails when markets were volatile.

This review is a follow-up review from a client who left a review previously.

How has Philip Teague helped you since your last review?

The last review still covers the ground splendidly

What were the circumstances that caused you to initially look for an adviser?

Retirement planning. Changing country of residence and needed advice on how best to manage our retirement funds.

How has Philip Teague helped you?

Answered all our difficult questions, consolidated U.K. pension funds and provided support to manage non-UK pension fund. Philip has given us, and continues to give us, a feeling of financial security in our retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing comes to mind