Why Choose Michael Philips for Investment Advice

Have you built up or inherited and Investment Portfolio?

Whether you have been saving and investing for years or inherited your wealth, selecting the right balance of investment for pensions, ISAs and SIPPS or a Trust out of the many thousands available is never easy.
Had you bought FTSE 100 shares in October 2007 they might have plunged 47% by March 2009 but if you had sold out then, from that low you might have missed out a rise of 95% by May 2013.

We can all be wise with hindsight, but the reason to seek our advice is to profit from over 20 years of experience and expertise to inform your decisions which will affect your future based on what you can realistically expect with an understanding of the six types of risk which which impact on you.The Retail Distribution Review (RDR) is a good reason to reassess what you get from your financial adviser. What we sell is sound advice, and that is very valuable.

Our aim is simple:
To add value to your chosen strategy.

Are you a Pension Trustee, Executor or Employer with assets to administer?

This is a big responsibility and our independent advice can help you ensure you can prove you are making the right decisions.

Pensions and Auto Enrolment

Do you have an existing pension scheme or will Auto Enrolment force you to consider it for the first time?  Don’t assume your existing scheme can be used or underestimate the complexity or the amount of time you will need to get it right.  Ask for our help now!

What should you do with an existing portfolio?

Whether you want low risk, low volatility or speculative high growth anywhere in between, we will help you make sure it is fit for your present needs.  We will work with you to understand your tolerance for risk and capacity for loss to make sure the solution is personal to you.

Have you had bad experiences in the past?

If you are unsure if the advice you have received was right and would like an unbiased second opinion we can help.  We can help you decide if there might be a valid claim for misselling and how to proceed.

Do you need to provide secure income for yourself or someone else now or in the future?

Successfully planning for a regular income in uncertain times is not easy – ask for our help. This is a big responsibility and our independent advice can help you ensure you can prove you are making the right decisions. We will help you make sure it is fit for your present needs. Successfully planning for a regular income in uncertain times is not easy – ask for our help.

Like to know more?

Call us on (01494) 810 083 or email at support@michaelphilips.co.uk