Philip James Financial Services Ltd

Independent Financial Adviser  Lark Rise, Oxfordshire, Burford, OX18 4DE
First meeting at adviser's own cost
AN IMPORTANT NOTE: All of our meetings are now virtual, using FaceTime, WhatsApp, Skype, Zoom or the good old telephone (if you don't want to have to look at us). It's the future, and a way of working we think is unlikely to change for quite a while...
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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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
7.0/10
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FCA authorised
Last authorised 1st March 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 established by Philip Hanley (James is Philip’s middle name) in 2000 and has been directly authorised with the Financial Conduct Authority since 2011. That means we’re completely independent and not part of a network or tied to any other big company.

We offer straightforward investment, pensions and protection advice with a personal service. Philip James Financial Services now has over £100m under advice and between them, our advisers look after some 700 clients

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

Our services

Investments, pensions and retirement planning, always offering ethical and sustainable investment options.

We offer 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.

Where to find us
Head office address: Lark Rise, Beech Grove, Fulbrook, Oxfordshire, Burford, OX18 4DE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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