As a truly independent personal financial services company and as part of the world’s largest network of independent advisers, the Phillips Hartman Group takes pride in providing the best possible ongoing personal investment advice to its clients all around the world.
Our ultimate aim is to help our clients achieve their personal financial goals, whatever they may be.
Established in 2017 by the group Chief Executive Officer John M. Phillips, our focus was, and to this day, is very much to build a reputable personal financial services company that spans the globe by providing superior, independent advice that is both specific and relevant to our individual client’s needs and requirements. Through our global network of legal and tax advisory firms we believe that we are best placed to assist our clients in all aspects of their personal finances.
Our dedication to helping our staff grow both personally as well as professionally so that we can stay ahead of the competition and provide the latest most up-to-date advice to our clients possible, combined with a genuine desire to be the best in the industry is what sets us apart from the rest.
Working hand in hand with your own dedicated adviser, together we will help you design, implement and manage your own bespoke investment solution which is specific to your individual needs, requirements, attitude towards risk and investment goals.
At Phillips Hartman we know that meaningful professional relationships are not built overnight. They are built on trust that has been earned and over a long period of time. That’s why we are here for our clients for as long as they need us, which we trust will be many, many years to come.