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Humble beginnings
Our founder John Philpott starts his career working in direct sales for SunLife of Canada.
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Going independent
John becomes an independent financial adviser, working for Sage.
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A stamp of authority
John gets directly authorised by the Financial Conduct Authority as an independent financial adviser.
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Keeping it in the family
Benjamin Philpott joins his father to help with administration.
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A smart move
Benjamin qualifies as an independent financial adviser – one of the youngest in the country.
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Booming business
John begins trading as Philpott Financial Solutions.
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Home sweet home
Philpott Financial Solutions opens its first office in Skelmanthorpe, and Benjamin’s brother Henry joins the business as an administrator and trainee adviser.
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What's in a name?
Philpott Financial Solutions becomes Philpott Financial, and Henry qualifies as an independent financial adviser.
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Time for change
The business becomes a private limited company, Philpott Financial Limited.
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A new era
John retires, and Benjamin and Henry take over as new directors.
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Making moves
The future’s bright for Philpott Financial.
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Two award nominations
Philpott Financial becomes a finalist for Adviser Firm of the Year (North West) at the Professional Adviser Awards, and is shortlisted for Financial Adviser Team of the Year at the Yorkshire Financial Awards.
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