PH7 Wealth Managment

Independent Financial Adviser P H 7 Wealth Management, Churchill House, 60 Bank Parade, Burnley, Lancashire, BB11 1TS
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
10th June 2019
With a new understanding of the options available to you, PH7 want you to write your own legacy in life.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Daniel Armitage
Senior Consultant - Financial Planner
Accreditations
Certified Financial Planner
What our clients say
I first met Dan about 18 months ago after he was recommended by my accountant! He answered all my questions and pointed me in the right direction. Dan is very professional and gave sound advice with back up if necessary. I’d highly recommend Dan to anyone.
Mandy Queen, Preston
Dan has supported myself and my family through very tough times, he is patient, caring and above all honest. Dan is not just a great financial advisor, he is a kind, honest person who tells you what you need to hear in order to make the right choices for you and your family. Thanks Dan
Carolyn Tipper, Oldham
My first dealings with Dan were when you make the sensible decision of looking into the future- something that you know you should do but you never get round too. I had no idea about pensions, I only knew that I’d been paying into one for the last 10 years. I didn’t understand them, had no idea about financial advisement or investments and just rocked along quietly. He explained in a very simple way what it was all about and what my future held if I carried on the way I was going. I felt very comfortable talking to him and not once did he flinch at some of the ‘silly’ questions I asked. Awesome guy!!!
Nicola Hinds, Poulton - le -fylde
Dan has been my IFA for 5 yrs now and he has helped me achieve my dreams of an early retirement by consolidating older pensions and keeping me informed every step of the way. I would give Dan 5 stars ⭐️ every time, very easy to talk to but truly professional at the same time. Good luck in your new venture Dan, I’m sure it will be a great success.
Deb Hinds, Poulton-Le-Fylde
I went to Daniel with some financial concerns and to get advice on the way forward. Not only did he explain a way forward but he also helped me get a mortgage for my lovely new home. He’s empathic and non judgemental - rare qualities in someone in the finance industry.
Patricia Fish, Clitheroe
Where to find us

P H 7 Wealth Management, Churchill House, 60 Bank Parade, Burnley, Lancashire, BB11 1TS

Make an enquiry
About us

Good financial planning is key to helping you achieve your future goals and aspirations, at PH7 We work with you on your financial journey ensuring you and your families’ long-term future objectives are secure.

MISSION

- To establish your principle objectives and ensure these are central to our advice.

- To allow you the time and patience required to explore a range of possibilities and outcomes.

- To demonstrate to you the feasibility of your aims and the costs to achieve this.

- To deliver our message clearly and comprehensively and only moving forward once advice is fully understood.

- To give advice with compassion and integrity.

- To ensure we are FCA compliant and ethical in line with our regulator – FCA’s policies.

- To be an asset to your journey.

- To act always with your best interests at heart.

Our services

We create a retirement strategy that works for YOU - We work to understand your objectives in relation to how you wish your retirement lifestyle to look. We then find the most suitable plan forward for you. This is the ‘cornerstone’ to PH7’s approach to Financial Advice. As holistic financial planners we can advice on all areas of your financial plan you may need help with,

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Investments can go up as well as down.

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