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.