Slater Financial Ltd

Independent Financial Adviser  9-10, Macclesfield, Cheshire, SK10 2AB
First meeting at adviser's own cost
20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Estate planning
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Phil Slater DipFA CeMap Cert PFS MIFS
Independent Financial Advisor/ Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

What our clients say
I first met Phil eleven years ago when he was with the Halifax. I had been with their financial Advisors for two years and though they were helpful there was no continuity and it was extremely informal. Phil seemed completely different, much more approachable and to genuinely care for my circumstances and not just interested in commission. When he left I was back at square one. I was delighted that I was able to track him down again and he was able to take control of things again and put me in touch with the right investments. I feel him to be exceptionally patient and sympathetic to my requirements. I contact him in utter panic with all these many financial crisis and he explains what to do. I do not feel that he is thinking " here is that hysterical woman again", even if he is. It is very comforting to know he is working out how to overcome these difficulties and I feel he has my situation under control. The annual meetings are invaluable and so much easier and more convenient than dealing with solicitors and accountants. I hope to be with him for many years to come....
Mrs Vaughan, Buxton
I am writing to thank you for all the advice and support you have provided to me and my family as our independent Financial Adviser. You first started to work with us a couple of years ago and at that time we had no way of knowing what health issues would face us. At that time we took a pretty laid back view of our financial situation. You provided us with very sound advice on our investments and the outcome is that we are now in a comfortable position leading into our retirement. I have no hesitation in recommending you and your business to my family, friends and colleagues and clients. You provide a professional perspective tempered with a realistic approach. Thank you once again for all the advice and support and we look forward to continuing to work with you throughout the coming years.
Jane Capewell -owner Capewell HR Consultancy, Stoke on Trent
I would Just like to thank you for the professional advice and assistance you recently afforded me in organising my personal affairs. Although the large majority of the country is currently facing difficult financial times it is comforting to know that despite economic and financial pressures there is someone out there willing to assist both short and long term in prioritising individual finances in the best interests of thier clients rather than the advisor. On behalf of the clients of mine who have spoken to you in the last 12 months, they too would like reiterate my statements. Once again, thank you for your kind support. I have no hesitation in recommending your service in the future.
Greta Williamson - Senior Partner - A H Brooks and Co Solicitors, Staffordshire
About us

Directors Phil and Debbie Slater have 50 years combined industry experience having worked in the financial sector since 1987. Phil is the company's primary Advisor and holds the IFS Diploma in Financial Planning. Since his time as a mortgage and insurance adviser with a leading High street bank, Phil became a personal financial Adviser after completing the certificate for Financial Advisors in 1996 before starting his own IFA company in 2002. He also holds the certificate in Mortgage Advice and Practice (CEMAP), and is a member of Institute of Financial Services (IFS). Phil has been a sports enthusiast all his life, playing cricket, football, table tennis, golf and darts and is a keen supporter and sponsor of local football. Phil and Debbie have 3 children, the eldest of which now works full time in the family business. In his professional career, Phil estimates he has now conducted over 5000 client interviews, so has a wealth of experience, and as yet has never received a complaint about his advice. Slater Financial relocated in January 2016 next to Buxton town hall and has recently recruited Matt Bagguley from a chartered firm, as a para-planner and trainee IFA.

Our services

We build long term relationships with our customers built on mutual respect. We genuinely care for the financial wellbeing of our clients.
We continually monitor our client's portfolios and achieve excellent results even in difficult economic times.
We use the multi award winning True Potential system so clients are in control of their finances, with 24 hour access to their portfolios Via PC, or smart phones from anywhere in the world.
We want to help you to take care of your finances. And through good times and bad we will be there with you every step of the way.

Where to find us

9-10, St Annes Square, Buxton, Derbyshire, SK17 6EA

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd March 2020

Similar advisers near you

Independent Financial Adviser 0.63 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Independent Financial Adviser 1.13 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.41 mi
At Consilium Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff.
 
Independent Financial Adviser 1.69 mi
We are committed to providing the best possible client experience and build lasting relationships with every customer.