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  11. Michael Philips

Michael Philips

Independent Financial Adviser  15 Ashley Green Road, Chesham, HP5 3PE
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FCA authorised
Last authorised 29th November 2021
Friendly holistic advice for discerning individuals and executives from qualified Technical Analyst, tailored to your needs and backed by research.
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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Critical illness
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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 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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Stockbroking services
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Long term care
Meet our advisers
MR Michael Both BCom(Hons), MSTA, Cert PFS, Dip Prof Financial Advice
Proprietor
About us

Established in 1989, the firm specialises in small group benefits including Auto Enrolment, retirement planning for individuals, tax efficient capital investments and tax reduction strategies including Inheritance Tac, Capital Gains Tax and Income Tax.
Age and experience can count as much as, if not more than, qualifications when you are seeking advice.
This means that the recommendations you get have been tested in practice, not just theory.

Our services

Michael Philips has built its reputation by providing a highly personalised and comprehensive service predominantly to discerning Private individuals, Business owners and Corporate clients.
We specialise in providing advice for Pensions (especially within 10 years either side of retirement), Auto Enrolment, investments and Inheritance Tax Planning.
We are recognised for our expertise and are often referred for advice by accountants to deal with highly complex cases for their clients.
Some of our client relationships go back over 25 years with new ones made all the time.
Please contact us without obligation on <phone number hidden> or <email address hidden>

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

15 Ashley Green Road, Chesham, HP5 3PE

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