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.
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.