Your Partner in Financial Planning
Our Journey Begins
PGFMoney emerged in 2018 with a vision to empower individuals to make informed financial decisions. Founded by Phil Gee, a seasoned financial professional with over two decades of experience, our team is driven by a client-centric approach and a passion for financial wellness.
Understanding Your Financial Goals
We understand that every client is unique, with different financial aspirations and challenges. Our diverse team of experts takes the time to understand your individual circumstances, goals, and anxieties to tailor our services to your needs.
Solutions Tailored to Your Needs
PGFMoney offers a comprehensive range of services designed to support you at every stage of your financial journey. Our offerings include:
Wealth Management & Planning
- Comprehensive financial planning and wealth management strategies
- Investment planning and portfolio management
- Retirement planning and pension advice
- Tax planning and inheritance guidance
Mortgage Solutions
- Mortgage sourcing and arrangement from leading lenders
- Bespoke mortgage advice for first-time buyers, remortgages, and more
- Comprehensive mortgage protection solutions
Protection & Insurance
- Life insurance, critical illness insurance, and income protection plans
- Mortgage protection insurance and home insurance solutions
- Review and improvement of existing insurance coverage
A Focus on Communication and Transparency
At PGFMoney, open communication and transparency lie at the heart of our client relationships. We provide regular updates, clear explanations, and ongoing guidance throughout the process.
Join us on your journey to financial well-being. Contact us today to schedule a free consultation and take the first step towards securing your financial future.
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