Brannan Phillips House, Shallowford Court, High Street, Henley In Arden, Warwickshire, B95 5FY
Our holistic approach focuses solely on what is important to the client, placing a strong emphasis on providing clarity in each step of the financial planning process
The Brannan Phillips approach puts emphasis on three phases, of equal importance
Research - Financial solutions to correlate with Client circumstances and financial aspirations
Recommend - A targeted (defined) financial planning strategy
Review - Regular benchmarking of the financial strategy against changing circumstances
Delivery of this type of model requires educated and experienced advisers with the freedom to act independently from any product provider or institution
Our target clients are professional people, executives, entrepreneurs and business owners who are time poor, intelligent and discerning.
We provide additional value to business owners through our extensive knowledge and understanding of key corporate financial planning issues. Our corporate strategies provide a level of security often overlooked by those wrapped up in business operations.
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