Lifestyle financial planning, built around you

Enabling you to live the life you want today, without sacrificing tomorrow.

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What is lifestyle financial planning?

UK-based financial planner helping clients with pensions, investments, and protection advice in Warwickshire and surrounding areas

Meet Phil

I’m Phil, an independent financial planner based in the UK. I work with individuals, couples, and business owners who want more than just a spreadsheet — they want clarity, confidence, and someone in their corner. Whether it’s planning for retirement, investing wisely, or navigating life’s financial challenges, I’m here to help.

Find out more

Can you retire confidently?If you're approaching retirement years and wanting assurance that you're prepared financially, this scorecard can help you do just that. In under a minute, discover where your financial planning as it relates to retirement is both strongest and weakest.

We'll get on if...

You want to take the time and effort needed to get to grips with your finances

You are open to being challenged on your goals and outlook

You value clarity

We might not be the right fit if...

You need an adviser to sign off on something for you

You don't value an ongoing relationship

You don't want to be challenged and would rather be told what you want to hear

Sounds good to me!

Tell me more

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