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  7. James Phillips & Co

James Phillips & Co

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

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

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