About Ashley Phillips
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Over 20 years overall adviser experience; Mortgage Pension and Wealth specialists Local, family-run financial advice firm.
We pride ourselves in providing a comprehensive financial planning service in an approachable and friendly manner; having worked with a variety of clients ranging from individuals to local government departments, we have a proven record of establishing lasting relationships, built on fairness and trust.
As a family firm, we treat all clients as we would expect to be treat ourselves. We aim to:
- provide you and your family with a comprehensive, holistic, financial planning service in a friendly, courteous manner.
- treat everyone with respect.
- let you know if we cannot help you, and point you in the right direction.
- treat customers fairly.
- Pension Specialists of the Year 2018 & 2019 – SME News UK Northern Awards
- Best Personal Financial Advisory Award 2018 & 2019 – SME News UK Northern Awards
- 15+ years in the Financial Services industry
- Part of the Quilter Financial Planning Network
- Pension Transfer Specialists (Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people)
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The ashley phillips team
our Amazing team
We have an experianced team of professionals who work on providing you with the best service and solutions.
With over 20 years’ experience, I have a vast and varied knowledge of most areas of the Financial Services industry. My speciality is in the Pensions and Retirement Planning areas, of which I hold the necessary qualifications to advise on all types of pensions, including Defined Benefit Transfers. I enjoy helping all client with their financial matters and, with my fantastic team, I am able to provide everyone with a first-class service.
I love working, but away from the office, also enjoy time with my family and friends. I like to travel, and have also been known to partake in a little DIY project or two!
My vision over the next few years is to enable my clients to have confidence and longevity in the service we provide through quality advice, and to continue to develop the business into Yorkshire’s “place to go” for retirement and financial advice.
I, like Phil, enjoy time with the family, along with socialising with friends. We enjoy travelling together, and are
are looking to explore new areas of the world soon.
I am extremely proud of my family who have made Ashley Phillips the company it is today, and look forward to this continuing for many years to come.
I am a newly qualified mortgage adviser to the firm and I have been part of Ashley Phillips for seven years in various roles, from being a part time administrator during my school years to a full time advisor. Away from the business, I am an active person with an eye for competition. I was a keen amateur rugby player for many years and all my life I have been an avid football supporter, often turning up to my local teams’ home matches. As an individual I like to take on new challenges and I am now planning to undertake my study for financial planning.
Having worked at Ashley Phillips for over 5 years as a Paraplanner and assistant for Phil, I am now a Director, and a qualified and authorised Financial Planner, specialising in Pensions. I enjoy talking and working with new and existing clients, to specifically devise plans with their finances. I strive to not only be a professional adviser, but a friendly and personable contact. I like to spend my spare time socialising with family and friends, as well as going on long walks with my partner, James, and my dog, Alfie.
I am new to the financial industry. I have been working in retail for 11 years and wanted a career change. Having the opportunity to be a Trainee Paraplanner at Ashley Phillips, I am able to grow my knowledge and learn to progress in the financial industry. Being a mum of 2, I have always worked jobs which worked around the children. Now they are both in full time school, I can now follow a career I have wanted to do, and better myself and family.
As a Paraplanner, my duties include working alongside my colleagues to formulate reports as a part of our client’s ongoing services and new business dealings. I also deal with a portion of the admin work, answering calls, organising files and data. I look forward to my progression within this industry and have hopes to become an adviser in the future. Most of my weekends are spent with family and friends or taking some time to relax and recharge for the week ahead.