• 1996

    Humble beginnings

    Our founder John Philpott starts his career working in direct sales for SunLife of Canada.

  • 2001

    Going independent

    John becomes an independent financial adviser, working for Sage.

  • 2012

    A stamp of authority

    John gets directly authorised by the Financial Conduct Authority as an independent financial adviser.

  • 2013

    Keeping it in the family

    Benjamin Philpott joins his father to help with administration.

  • 2014

    A smart move

    Benjamin qualifies as an independent financial adviser – one of the youngest in the country.

  • 2016

    Booming business

    John begins trading as Philpott Financial Solutions.

  • 2017

    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.

  • 2018

    What's in a name?

    Philpott Financial Solutions becomes Philpott Financial, and Henry qualifies as an independent financial adviser.

  • 2020

    Time for change

    The business becomes a private limited company, Philpott Financial Limited.

  • 2021

    A new era

    John retires, and Benjamin and Henry take over as new directors.

  • 2023

    Making moves

    The future’s bright for Philpott Financial.

  • 2024

    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.