October 2023 by Richard Watson
Phil's Knowledge, understanding and the way he explains things is second to none.His advice is good solid well round and only given once he has assessed your needs, wants and from where you are now to where you like to be and the path isn't always the the one you think.But trust him he can see the bigger picture and as you turn corners the world which you never knew exists, opens up.Thank you Phil - look forward to our next meeting in two week time.
October 2023 by Mathew Rees
Its like striking gold to find an honest and professional person who is truly down to earth and genuinly just a nice person too.I've started working with Phil over the past couple of months to help me with my financial circumstances after becoming a self employed business owner.Becoming self employed, the biggest worry to me was leaving behind the safety blanket of my previous employers and really wanting to protect myself and my family as the main breadwinner. Sickness, pension, death in service... everything left behind. With no back up plan.Phil has become that safety blanket, providing the most honest advise and setting these plans in place.Phil, I can't thank you enough for everything you and your staff are doing for us. Truly putting us on the right track to protect our futures.From myself and my family, thank you!
October 2023 by james griffiths
What can I say about Phil , He has recently pooled my pensions into one fund which has been hassle and stress free . His personality shines through with every word spoken and is truly a one of kind. Phil you are one of life's remarkable people and I look forward to working with you for years to come .
October 2023 by Victoria Newman
I have got to know Phil over the past 8 months, not only is he extremely knowledgable, professional, he is genuine honest person that wants to make a difference. He listens and fully understand peoples situation.
October 2023 by Jay Davies
Phil is passionate about his work and how he can help his clients to safeguard their financial future should disaster strike. He is also a genuinely nice guy.
October 2023 by Nicola Elliott
Knowledge, dependable, people orientated. Phil & his team are extremely helpful. Highly respected and recommended. A heartfelt thank you from the family & I ??
October 2023 by Glenn Lewis
I have 100% faith in Phil Evans and have recommended him to two of my clients for pension advice!
January 2023 by Business Finance Direct Ltd
Extremely knowledgable professional. Takes the time to listen and fully understand and then offer solutions. Highly recommended.
January 2023 by J G
Really good advice from Phil which has really helped me. I would highly recommend
January 2023 by iain dangerfield
Extremely knowledgable professional. Takes the time to listen and fully understand and then offer solutions. Highly recommended.
March 2021 by Rhys Bevan
Phil and his team have been instrumental in both financial and personal guidance. I met Phil off the back of a recommendation with regards to pensions, and since the day we met I knew he was the trusted person I needed to look after my financial affairs. Phil and his team go above and beyond in their service and I would highly recommend his services.
March 2020 by David Darkin (Darkin Architects)
Phil's been my IFA for many years. Fantastic service for me and my family, I couldn't recommend him enough.
May 2019 by Michelle Venables
Absolutely 1st Class Service from Philip and his 2 wonderful, friendly secretaries.
April 2019 by Matthew Pugh
Very knowlegable. Takes time to listen.
March 2019 by Graham Still
Been working with Phil for some years. Dependable, reliable. Always looks out for our financial interests.
