Get to know Gary

My name is Gary Phillips. I'm a Chartered and Certified Financial Planner.

I provide financial advice to all clients of Phillips Financial Planning Ltd. 

Most people in our business insist on making financial planning more complex than it needs to be. I believe in keeping things as simple as possible. In my experience, you're much more likely to stick to your plan and achieve the long-term rewards you're looking for.

Since 1999 I've worked with many clients to help them achieve their personal and financial goals. In 2006 I decided to open my financial planning practice to offer a more personalised service, helping people simplify their finances and give them a plan for better, more secure future. 

Nothing gives me greater reward than seeing those I work with move steadily towards their goals, knowing that I'm playing my part in that.  

I've got many of the same hopes and concerns as my clients regarding the future. And we're all working towards the same major goal - providing long-lasting financial security for our families. 

It's important they know I hold exactly the same investments as them. For me, there's no other credible way to invest. As I've always told my clients, we're "sitting on the same side of the desk".

 

The difference between a friend and an aquaintance is a friend will tell you what you don’t want to hear.”

Nick Murray