Philip James Financial Services

Our Vision

At Philip James Financial Services, we believe everyone deserves access to clear, compassionate, and personalized financial guidance. We help individuals and businesses navigate the complexities of the financial landscape, empowering them to achieve their financial goals with confidence.

Who We Are

Established in 2010, Philip James Financial Services is a leading independent financial planning firm based in Oxfordshire. We are a dedicated team of experienced financial planners and investment specialists, passionate about providing tailored solutions that meet the unique needs of each client.

Our Values

Our approach is underpinned by four core values:

• Integrity: We uphold the highest ethical standards and maintain complete transparency in all our dealings.
• Personalisation: We take the time to understand your individual goals, risk tolerance, and aspirations.
• Accessibility: We provide clear and concise explanations, ensuring you understand your financial options and the potential outcomes.
• Sustainability: We advocate for responsible investing that aligns with your values and contributes to a sustainable future.

Our Services

We offer a comprehensive range of services covering all aspects of personal and business finance, including:

Wealth Management

• Ethical & Socially Responsible Investing
• Pensions & Retirement Planning
• Investments & Savings
• Life Insurance & Protection Planning

Financial Planning

• Mortgage advice and planning
• Business planning & financial strategies

Client Care

• Online client portal for secure access to your finances and accounts
• Regular review and monitoring of your financial plan
• Personalized guidance and ongoing support

Our Approach

We believe in a collaborative and client-centric approach, working alongside you every step of the way. Our process involves:

1. Understanding your needs: We take the time to understand your financial situation, goals, and aspirations.

2. Developing a tailored plan: We create a personalized financial plan that aligns with your circumstances and aspirations.

3. Communicating regularly: We provide clear and concise updates throughout the process and beyond.

Our Belief

We are committed to narrowing the gap between those who need financial guidance and those who provide it. We believe in empowering individuals to take control of their financial destinies and achieve financial wellbeing.