Brannan Phillips Independent Financial Advisers Limited

Independent Financial Adviser Brannan Phillips House, Shallowford Court, High Street, Henley In Arden, Warwickshire, B95 5FY
FCA verified
17th June 2019
We can advise you on
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Offshore investments
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
David Glasbey BSC (HONS) CERT PFS
Managing Director
Michael James
Managing Director
Where to find us

Brannan Phillips House, Shallowford Court, High Street, Henley In Arden, Warwickshire, B95 5FY

About us

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)

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