Phillips Financial Planning - Clarity | Control

Control.

Confidence.

Clarity

Do you have well defined goals and a crystal clear vision of your future? Or are you uncertain about what you can accomplish and what you hope to achieve?

Control

Are you ‘on course’ to realise all your hopes and dreams? Or are you falling further behind your financial targets with each year passing year?

Confidence

Do you still have that sense of excitement about the years that lie ahead? Or are you worried how you’ll maintain your lifestyle when you’re no longer working to support it?

Business Owners

As a business owner, it’s possible that the continued success of your business may be more under threat than ever before. Competitors pursuing your clients, profit margins and cash flow being squeezed, changing employee legislation, increased tax …the demands go on and on. As for free time…

Dental Professionals

As a dentist in Northern Ireland today you’ll often feel you’re “swimming against the tide”. Meeting the demands of HTM01-05 and RQIA, attracting new patients and controlling your costs, dealing with uncertainty over future NHS contracts …not to mention clinical developments, CPD, etc…

Can you imagine…	you running your business instead of your business running you?
Can you imagine…	having less stress, fewer worries and a healthier work–life balance?
Can you imagine…	having complete financial freedom to live exactly as you please?
Can you imagine…	having a level of financial security you could only previously have dreamt of?

If you’re like most people, you don’t want yet another financial product or policy.

You’ll want an easy-to-follow financial ‘game plan’ to help you achieve your dreams.
Call us now on 028308 25696 and we’ll start your planning today.

“Gary has become a friend and personal Financial Planner to my family and I over the previous 7 years. He is refreshingly honest and demonstrates a healthy interest in our current and future well-being. We genuinely trust and appreciate his expertise.”

Stephen McQuaid

Managing Director, Braham Electrical Ltd, Warrenpoint

“Gary has been an invaluable friend and Financial Planner to us for the last 6 years. Since we started working together he has been reliable, trustworthy and extremely efficient in helping to steer us through the financial maze. ”

Martin Walsh

Managing Director, MGW Glass Services Ltd, Newry

“As a business owner himself, Gary understands many of the challenges we face when it comes to running a successful business and finding adequate time to manage all our finances. He provides practical, simple solutions that work. ”

Jimmy Dorrian

Director, Dorrian Engineering Ltd, Lurgan

View all testimonials

Clarity.

Control.

Confidence.

Clarity

Control