John Phillips Financial Planning LLP

Independent Financial Adviser  Tanybryn, Gower, Swansea, SA3 1HA
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FCA authorised
Last authorised 1st March 2021
Honesty & Integrity at all times. 23 years experience in corporate and retail financial advice.
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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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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Accident & sickness
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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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Payment protection 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 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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Long term care
Meet our advisers
MR John Phillips DipPFA,. MIFS.
Managing Partner
MR John Phillips DipPFA
IFA
About us

After 23 years working in the financial services industry John Phillips has recently formed his own firm to facilitate the continuation of advice to his clients, many of whom have been clients of John's for over 20 years. We are a family business that is client centric in all our actions. The firms ethos is based around Honesty and Integrity at all times.

Our services

Independent financial adviser working in the Corporate and High Net Worth markets.
Business adviser / mentor to both start up businesses and early stage product development and marketing. Taxation adviser for SME's and Sole Traders.
Taxation and Trust specialist in the retail financial services sector.

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

Tanybryn, Oldwalls, Llanrhidian, Gower, Swansea, SA3 1HA

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