Gain a trusted partner to help you support your clients
As a solicitor, accountant, or other professional, your skills are in high demand, so it’s always wise to have someone who can help share the load. With us, you’ll get experienced financial planners who’ll deliver the same great service your clients have come to expect.
Perhaps you have questions like…
When can I afford to retire?
We’ll help your clients work out how much money is “enough” for them to retire with. Whether they’re already on track to achieve this or not, we’ll produce a plan to ensure they enjoy later life in comfort.
Is my pension right for me?
We’ll take a detailed look at your clients’ pension funds and explain how these will affect the plans they have for the future. If better options are available, we’ll take care of putting them in place.
What should I do with my lump sum?
We’ll support your clients in managing the money they’ve received from divorce, bereavement, or another windfall. And we’ll help them invest or protect their wealth with a plan that meets all their goals.
How should I exit my business?
We’ll work with your business owner clients to understand their position and offer simple, tailored advice. From succession planning to support with tax issues, we’ve got the specialist expertise they need.
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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