Welcome to David Phillips Financial Planning

I provide financial advice to individuals and to companies on all aspects of tax, trusts*, investment management, retirement planning and protection. Offering face to face guidance I can also host seminars for those who are exploring their options.

David Phillips, Principal

*Trusts are not regulated by the Financial Conduct Authority.

 


Promotions

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Testimonials

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I would personally like to say that, as a company we needed to raise capital for growth as we take on new contracts and expand. The need to raise capital was urgent and we approached David Phillips Financial Planning to help. David’s firm not only found the funds for us, these were in our account...

Andy Topp| Director

Through St. James's Place, David Phillips Financial Planning has access to a comprehensive range of commercial lending products.

Commercial lending is not regulated by the Financial Conduct Authority.

SJP Approved 19/04/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.