Taking you closer to your goal

Whether you’ve had financial planning support before or not, you need a clear understanding of the process and how it can help you. When you work with us, you’ll follow three simple steps, all tailored to you and designed to get you the results you want. See below what’s involved and how you’ll benefit from every step.

Here’s how your journey will work…

Getting to know you

Together, we’ll discuss your existing financial arrangements, personal circumstances, knowledge of investments, and attitude to risk. Then we’ll produce your financial plan with recommendations for future success, which we’ll present in full at a follow-up meeting.

Building & implementation

If you’re happy with the recommendations made in your plan, we’ll take care of putting them into action. We’ll handle all the admin tasks, make sure you’re happy with any documents submitted on your behalf, and keep you in the loop every step of the way.

Reviewing your plan

Your plan is designed to get you long-term results, not quick wins, and the support you’ll get from us is built to last as well. You’ll get regular updates about your investments and structured review meetings to discuss any necessary changes.


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.

Henry gives me sound financial advice that's tailored to me


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

Ben gives me the best advice possible, I trust him implicitly


Client since 2016

Objective: To invest an inheritance wisely