PASSION - PERSISTENCE - PERFORMANCE

PHILLIPS HARTMAN GROUP

Services

General & Regular Monthly Savings Plans

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General & Regular Monthly Savings Plans

Whether you have a specific goal in mind or not, putting a little aside each month is one of the best ways to build a pot of money for future use. You never know just when that pot might come in handy.

Got a question? Drop our team a quick note and we will do our best to help! enquiries@phillipshartman.com

Children's University Fee Planning

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Children's University Fee Planning

So you’ve been planning for this day for a very long time, and now it’s time to get the cheque book out. With average university fees currently around $33,000 per annum, the total cost for funding this stage of your children’s education can easily run into hundreds of thousands, especially when you take into account inflation over the years.

Too early to start planning for your children’s university fees? Perhaps you should look into it sooner rather than later....

Got a question? Drop our team a quick note and we will do our best to help! enquiries@phillipshartman.com

Retirement & Pension Planning

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Retirement & Pension Planning

Personal pension/retirement planning can be a complex and daunting subject to get your head around. Most of our clients have no idea where they want to retire or exactly how much retirement income they would want each month. That’s why the team at Phillips Hartman will take their time to walk you through all the options available to you. They’ll give you examples of actual case histories so that you can better understand the types of things our existing clients have put in place to help them live comfortably later on in life, regardless of their geographical location.

At Phillips Hartman we know the worst way to plan for your pension is to have no plan at all. Our team will provide you with guidance that’s easy to make sense of. We think you will be impressed by what can be achieved over the medium to long term when you take a slow and steady approach.

Got a question? Drop our team a quick note and we will do our best to help! enquiries@phillipshartman.com

Lump Sum Investments & Ongoing Portfolio Management

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Lump Sum Investments & Ongoing Portfolio Management

Whether you’ve just sold your house, received your bonus or acquired an inheritance, we’re here to help. Perhaps you’re simply not happy with the performance of your current portfolio. Whatever the situation, the team at Phillips Hartman know that you will have probably have two priorities: to protect your money and to make it work harder for you.

As a fully independent advisory firm, we have the entire market place to choose from when structuring our clients’ portfolios. After you have had a consultation with one of our expert team members, we will be able to tailor a bespoke investment solution specific to your individual investment goals and attitude towards risk.

However, we won’t just take you on and forget about you. At Phillips Hartman our business is built on personal, long lasting relationships which means that we will contact you on a regular basis with advice and recommendations as the markets dictate or as your personal situation changes. This way you can be sure that we will always be in touch with you, and you will always be in touch with your money.

Got a question? Drop our team a quick note and we will do our best to help! enquiries@phillipshartman.com

UK & Ireland Based Pension Transfers

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UK & Ireland Based Pension Transfers

Over recent years the total number of pension transfer requests received by both final salary and defined contribution pension plan trustees has more than tripled. This will come a little surprise given the fact that at the same time pension plan deficits have soared, and the total number of people leaving the UK for sunnier climates has also drastically risen.

At Phillips Hartman we understand that your current pension pot, be it company-based or personal, is more than likely going to be your single biggest asset outside of your property portfolio. The thought of moving it can be a daunting one even if you know that it might be at risk where it is. That’s why we’re here to help you make an informed and educated decision as to the best route you can take to protect your pension assets. After a careful and detailed consultation, our team of dedicated experts will help you establish all of the facts regarding your pension entitlements. We’ll present our findings to you in a comprehensive and easy to understand format, along with all the options available, putting you in control!

Got a question? Drop our team a quick note and we will do our best to help! enquiries@phillipshartman.com

Trusts, Wills & IHT

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Trusts, Wills & IHT

At Phillips Hartman we understand that there’s no point in spending years generating a significant level of wealth to leave to your loved ones if you inadvertently leave 50%+ or more to the “tax man” upon your departure from this earth.

An astonishing 95% of the people we have spoken to have absolutely nothing in place to protect their wealth after death. With governments around the globe taking measures to make protecting your wealth increasingly more complex, it will come as no surprise to learn that one of your government's largest revenue sources is, indeed, estate tax upon death.

At Phillips Hartman we believe that what’s yours should stay yours, and through a simple, straightforward consultation we can establish the best options for you. We truly believe that you will be amazed by what can protected and left for your loved ones as well as how simple it the process can be.

Got a question? Drop our team a quick note and we will do our best to help! enquiries@phillipshartman.com

What our clients say

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