Philip James Financial Services Ltd

Independent Financial Adviser  Lark Rise, Oxfordshire, Burford, OX18 4DE
First meeting at adviser's own cost
The future or financial advice: it's green and it's digital. We offer a personal service in today’s impersonal world, combined with the benefits of leading edge technology. And we always offer our clients ethical and sustainable investment options.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
Philip Hanley BA (Hons) Exon AFPC Dip PFS
Director and Independent Financial Adviser

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

John Butterworth
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Sian MacInnes
Chartered Independent Financial Adviser
Mrs Donna Hiscock
Administration Manager
Nigel Clark
Protection Adviser and Client Relationship Manager
Mr Jim Cross
Compliance Consultant
About us

Philip James Financial Services was set up by Philip Hanley in 2011 ('James' is Philip's middle name) and is directly authorised and regulated by the Financial Conduct Authority as an independent financial advisory firm.

We are not part of a network or tied to any investment, pension or mortgage provider and so can offer properly independent advice.

We make sure that our advice is as straightforward as possible regularly review the providers and fund managers we recommend. We make sure any advice we give is tailored to your circumstances. We know that 'one size does not fit all'.

We advise on over £185m of investments and pensions and between them, our five advisers look after more than 900 clients.

We are proud to be members of both the Ethical Investment and UK Sustainable Investment and Finance Associations.

Our services

We provide investment, pensions, mortgage and personal protection advice, using the very best, award-winning technology to help us deliver an efficient, paper-free service.

Although we're happy to meet 'face to face', we are now holding many more meetings and reviews online, via FaceTime, WhatsApp, Skype, Zoom or the good old telephone (if you don't want to have to look at us). It's the future, it keeps our costs (and charges) competitively low, and is a way of working we think is unlikely to change for quite a while.

Where to find us
Head office address: Lark Rise, Beech Grove, Fulbrook, Oxfordshire, OX18 4DE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021

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