PASSION - PERSISTENCE - PERFORMANCE

PHILLIPS HARTMAN GROUP

Our values

We pride ourselves on developing solid, long-lasting, trust-based and purposeful relationships with our clients. Our aim is to help our clients build their personal wealth in the most secure, cost effective and tax efficient manner possible.

Our experience has proven that “slow and steady” always wins the race and our view is that personal financial planning is a marathon not a sprint.

Through Bull and Bear we will be there to help guide our clients every step of the way.

Services

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PARTNERS

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What our clients say

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