Michael Philips

Independent Financial Adviser  15 Ashley Green Road, Chesham, Buckinghamshire, HP5 3PE
check
FCA authorised
Last authorised 22nd February 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
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
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
Accident & sickness
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 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
Stockbroking services
check
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)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

15 Ashley Green Road, Chesham, Buckinghamshire, HP5 3PE

Similar advisers near you

Independent Financial Adviser 2.45 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 2.97 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 2.98 mi
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 35 years.
 
Independent Financial Adviser 3 mi
Independent, client-focused financial advice. Friendly, professional and trusted.