Philip James Financial Services Ltd

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Get help with everything from buying your first property, to remortgaging, or funding investment in property.

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Get help with setting up auto enrolment as an employer, or understand any auto enrolment scheme you are signed up to as an employee.

Philip James Financial Services Ltd

4.8 / 5

Top Rated Firm 2023

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