Dunstable Based Financial Advisor

Services offered by Financial Advisor Philip Hadlow in Dunstable

Financial Advisor Dunstable – About Phillip Hadlow

My experience in the industry has led me to realise that the value that I can add to a client is holistic financial planning. I have built a successful practice on the principles of understanding my clients’ circumstances, needs and aspirations.  I deliver realistic, easy to understand solutions in a straightforward manner, to clients from all over the UK.

Any consultations at our initial meetings are, of course, completely free of charge. After investigating your circumstances and talking to you, I will then be able to offer you options on how you wish to proceed and what my fees will be in relation to your options.

I build relationships with my clients with long-term financial planning in mind. This is supported by regular reviews to ensure that the strategies employed remain relevant to my client’s needs. The majority of his new clients are attained through personal and professional recommendation.

My services include advice in relation to wealth management, retirement planning, family protection needs, wills, trusts, mortgages and equity release.

Ensuring that everyone receives the fair and helpful financial advice is of paramount importance to me, which is why I also volunteer at Dunstable Citizen’s Advice Bureau once a month.

I possess the Chartered Insurance Institute’s Diploma in Financial Planning and am a member of the Personal Finance Society and the Society of Mortgage Professionals. I am also an Associate Member of the Institute of Professional Willwriters.