John Phillips Financial Planning LLP

Independent Financial Adviser Tanybryn, Oldwalls, Llanrhidian, Gower, Swansea, SA3 1HA
FCA verified
3rd December 2018
Honesty & Integrity at all times. 23 years experience in corporate and retail financial advice.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
John Phillips DipPFA
IFA
adviser-person
John Phillips DipPFA,. MIFS.
Managing Partner
Where to find us

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

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.

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

John Phillips Financial Planning LLP is a Limited Liability Partnership.
Partners: John A Phillips and Mary R Whale.
Registered Office: Charles & Co, 3 Murray Street, Llanelli, SA15 1AQ.
Registered in England and Wales No. 0C394192.
Authorised and regulated by the Financial Conduct Authority
John Phillips Financial Planning LLP adhere to the FCA regulations and utilise independent compliance services to audit our files.

Similar advisers near you

Independent Financial Adviser 4.57 mi
A professional firm of financial planners and investment advisers. Call Cilbenrick on to arrange a free initial consultation.
 
Independent Financial Adviser 5 mi
Financial Solutions Wales is a long established Chartered Financial Planning firm, offering impartial financial advice to our clients since 2005.
 
Independent Financial Adviser 7.34 mi
Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
 
Independent Financial Adviser 8.9 mi
A friendly local team that's able to meet the expectations of today's financial planning needs, covering mortgages, investments and helping