James Phillips & Co

Independent Financial Adviser  Ivy Lodge, London, SE9 1TQ
check
FCA authorised
Last authorised 20th September 2021
We are a highly qualified team of advisers and support staff led by Patrick McGee, Chartered Financial Planner.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
MR Patrick McGee ACII APFS Chartered Financial Planner
Director And Chartered Financial Planner
About us

A bespoke service offered by highly qualified advisers.

Our services

The ethos of our business is to provide all of our customers with a first class PERSONAL service. James Phillips & Co holds the prestigious Chartered Financial Planners designation awarded by the Chartered Insurance Institute (CII). Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Ivy Lodge, 131a Eltham High Street, London, SE9 1TQ

Similar advisers near you

Independent Financial Adviser 0.12 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.35 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.98 mi
We offer truly independent and personalised financial advice at competitive rates. Trust and integrity are our watchwords.
 
Independent Financial Adviser 1.65 mi
We're experts, we care, we're here so you can protect the life you love.