My first impressions of Phil were that he was smart, confident, knowledgeable had a nice manner, and provided me with the reassurance that despite me not having millions to invest, I was important to him and he took the time to help me to understand a pathway.
I’m very, very happy with what he’s doing. He keeps it simple. He knows my strategy and the risk factor I’m comfortable with, and we get along as individuals; I like him. He’s always given me confidence and did the same for my Dad, so I see absolutely no reason to change.
The Inheritance Tax planning work Phil’s done has been most helpful.
The results of all that work have been that I’ve been able to buy an apartment and a nice car rather than just squirrel money away for a rainy day. I’ve been able to enjoy life.
Thanks to planning and because I have a second income from my rental property, I feel comfortable in my finances. I make sure I can live to my means.
I love meeting up with Phil and the team face to face at The Barns. Everything I’ve said to Phil has been understood, regardless of how convoluted it’s come out of me. He’s very easy-to-understand and is easy to contact by phone or email. He’s always made me feel fully welcome regardless of the amount I want to invest.