Look towards your financial future with confidence
Experiences like divorce or bereavement are stressful even before you’ve considered their financial effects, but specialist financial planners like us can help to ease the pressure. Share your story with us, and we’ll provide the guidance and reassurance you need.
Perhaps you have questions like…
What should I do with my lump sum?
We’ll explain how to best invest and protect the money you’ve received, whether it’s from a divorce settlement, an inheritance, or another windfall. If you’re happy with our plan, we’ll carry it out for you.
Will my tax position be affected?
We’ll discuss your current tax situation with you and how any lump sum you've received may affect this. Then we’ll make any necessary changes to help you keep more of the money you now have.
How can I secure my future?
We’ll create a strategy to protect your finances both today and tomorrow. Even if you haven’t been used to dealing with large sums of money, the expert advice you get from us will make things clear.
Can you sort out my relative’s estate?
We can take care of any financial arrangements that might need to be made after your loved one has passed away. If there are legal needs as well, we can liaise with a trusted solicitor on your behalf.
Your journey
Financial planning can be life-changing, but that doesn’t mean it needs to be complicated. Choose us, and you’ll follow a simple three-step process with support and guidance every step of the way. In the end, you’ll have a better understanding of what’s possible and a truly personalised strategy to help you achieve your aims.
of clients believe that working with us has helped or will help them achieve their financial goals.
of clients would recommend us to their friends, family, or colleagues.
of clients were satisfied that we understood their needs and objectives.
Our clients
You’ll always get the very best service from us, but don’t just take our word for it. Here’s what some of our real clients had to say about their experience.
Ben gives me the best advice possible, I trust him implicitly
Paul
Client since 2016
Objective: To invest an inheritance wisely
Henry gives me sound financial advice that's tailored to me
David
Client since 2021
Objective: Getting financially organised and working towards retirement
Philpott Financial have helped us map out our financial future
Nigel and Tracey
Client since 2019
Objective: To retire early and travel overseas
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