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.
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
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!!!
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.
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.
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.
- 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.
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,