Expertise

  • Retirement Options
  • Pension Planning
  • Directors
  • Invesment Planning
  • Wealth Management

Summary

As trusted Independent Financial Planners PH7 Provide honest, clear, straight forward advice to clients seeking out help with their Financial Planning Objectives.

 

Working with both corporate and individual clients PH7 pride themselves on their high quality personal service offering independent advice on financial matters, including Retirement Planning and Investments, whilst recommending suitable financial products from the whole of the market.

Good financial planning is key to helping you achieve your future goals and aspirations, at PH7 we work with you on your financial journey ensuring you and your families’ long-term future objectives are secure.

 

Our Company Statement and Principles

 

• To understand client’s principle objectives and ensure this is central to our advice.

• To give advice as we would to any member of our own family.

• To deliver our message clearly and to only move forward once advice is fully understood.

• To give advice with compassion and integrity.

• To ensure we are compliant and ethical in line with our regulator – FCA’s policies.

• To act always with our client’s best interests at heart.

• To be an asset to our client’s journey.

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