Philip James Financial Services Ltd

Independent Financial Adviser Lark Rise, Beech Grove, Fulbrook, Oxfordshire, Burford, OX18 4DE
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
Independent, personal financial advice supported by award-winning technology,
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
Meet our advisers
Philip Hanley BA (Hons) Exon AFPC Dip PFS
What our clients say
When looking for a financial adviser many years ago I met several I did not feel comfortable with but when I met Philip I instinctively knew I could trust him and that despite my very modest circumstances he was treating me like any other of his clients and understood what was important to me now & in the future ie not being rich but being sensible. He was able to convey information in a way I could understand. He has remained unchanged over the years
Rosemary Keynes, Somerset
Philip has been my financial adviser for many years. He is professional, helpful, extremely pleasant to deal with and provides sound financial advice. I have no hesitation in recommending him.
Liz Barnwell, Cheltenham
Philip works hard on my behalf and has my best interests at heart.
Andy Lamont, Bath
Philip offers a personal and effective service in an industry where good advisers are hard to discern. I am happy to recommend him to others who need this support and advice.
Tony Dale, Cheltenham
Philip holds that rare quality in financial advisors, he is consistent! In over twelve years of very changing circumstances Philip has looked after my financial interests and has alway put the needs of me and my family as a priority in helping me make the right decisions.
Martin Houghton-Brown, London
We were fortunate to have Philp with us at retirement when important financial decisions and investment decisions had to be made. His advice has proven to be sound on an ongoing basis. We have judged, and to continue to judge Philip as a safe pair of hands in financial matters.
Michael Yorke, Lechlade
Philip has the ability and perception of managing my financial affairs at the level that suits me. As a result I'm able to fully understand the pros and cons of any situation so that I can make the right decisions.
Mike Cleaver, Oxford
Philip has provided professional advice appropriate to our needs by taking the time to find out what our requirements are. He is reliable and delivers what is promised.
Lindsey Braune, Gloucestershire
Philip has been a great help to me during a time of considerable change in my life. He is friendly yet professional and I have found it very reassuring to have a consistent approach from one person. I would have no hesitation in recommending Philip.
Diane Fowler, Burford
Since Philip has helped me with my finances I have managed to relax knowing that I can trust his advice. He is capable of talking in laymen’s terms so that I can understand what choices I have and make informed decisions. I would highly recommend him.
Karen Easterbrook, Oxfordshire
Philip is an excellent independent financial adviser. He has reorganised my finances most effectivelyto give me clarity and peace of mind.
Caroline Witts, Stroud
Philip has a keen perception and understanding of a client's needs and expectations. He provides clear, appropriate proposals and follows through with thorough and detailed explanations.He also provides regular assessments and evaluations.
Pat Carmody, Cheltenham
Philip is an excellent independent financial adviser. He has reorganised my finances most effectively to give me clarity and peace of mind.
Rupert Hanbury, Cirencester
Philip has provided really sound advice over the years. He researches well and listens to your needs, matching products that deliver the results you would expect.
Clare Davidson, Gloucestershire
Philip is a great communicator - he listens carefully and is very sensible of the need to explain, clearly and simply, ideas and propositions that might prove complicated to the uninitiated! He has very good product knowledge and is able to tailor the advice he offers to the client according to need and after detailed explanation of risk versus benefit - would not hesitate to recommend Phillip, accordingly.
Karen Harrison, Cheltenham
During times of financial fears and austerity angst, Philip is a voice of calm. He never pushes products or services, but instead listens, remembers and acts appropriately. He is a joy to deal with and I would heartily recommend him
Jane Bainbridge, London
Since Philip has helped me with my finances I have managed to relax knowing that I can trust his advice. He is capable of talking in laymen’s terms so that I can understand what choices I have and make informed decisions. I would highly recommend him
Karen Easterbrook, Oxfordshire
Since meeting Philip a number of years ago, I had no hesitation in asking him to provide his services as my IFA. This decision was easy, as it was clear that he is a man of honesty and integrity - his outwardly professional attitude is clear for all to see. Having hired Philip I have continually been impressed with the level of service he provides me and my family. He has always gone beyond the reasonably expected line of duty and takes the time to understand his clients' needs thoroughly. He will listen to any concerns about what recommendations he is making and will take on-board a client's needs, rather than giving the impression of trying to steam-roller a solution into one's portfolio. His work is delivered to his clients with a recommendation which is clearly explained and illustrated, on a timely basis. Philip is always approachable and I would thus recommend his services to anyone without hesitation.
Chris Hunt, Gloucestershire
Where to find us

Lark Rise, Beech Grove, Fulbrook, Oxfordshire, Burford, OX18 4DE

Make an enquiry
About us

Director Philip Hanley has worked in financial markets for thirty years, with twenty years experience as a financial adviser. An initial meeting, at your home or office, is free of charge. Initial and annual fees will usually be a percentage of your investment or regular payment.

Our services

Investments, Pensions and Retirement Planning

We like to offer our clients a personal service in today’s impersonal world, along with the benefits of leading edge technology; each of our clients has access to a personal website, providing real-time, online access to portfolio information.

We make sure our recommendations are simple and straightforward, so you have a complete understanding of the advice given and why it is the best possible solution for you.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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