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.

Our Mission

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.

What we accomplished

  • 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)

London Stock Exchange

Value Move %
FTSE 100
8720.23 -38.76 -0.443
FTSE 250
21295.78 -30.42 -0.143
FTSE 350
4791.72 -19.49 -0.405
FTSE All Shares
4744.35 -18.81 -0.395
Dow Jones
43064.47 -24.551 -0.057
Nasdaq
20021.773 109.24 0.549

Currencies

Value Move %
0
1.173 0.001 0.076
GBP/NOK
13.832 0.046 0.335
0
12.975 0.013 0.102
GBP/USD
1.361 -0.001 -0.038

Biggest Movers

Value Move %
SEGRO
795.6 +52.4 +7.05
easyJet
477.8 -18.1 -3.65

01482 427246
The Hive,
Minster House,
23 Flemingate, Beverley HU17 0NP.

mail@ashleyphillips.co.uk