Phil Oddy Financial Solutions
Helping you make the best moves financially
I will come to see you at a time and place that suits you, I usually visit my clients at their home and currently have clients across Norfolk, Suffolk, Essex and as far afield as Kent and Sussex.
I can help you with . . .
- Helping you keep your pensions on track to give you the retirement you want or need
- Protecting you and your loved ones should anything unplanned happen.
- Investing your money tax efficiently and helping your money grow
- Inheritance Tax and Estate Planning to help your family avoid or prepare for any potential liability
- Planning ahead for later life and your Long Term Care needs.
At Phil Oddy Financial Solutions, we understand that no two clients circumstances are the same so offer personalised advice based on your specific situation as when it comes to financial advice its definitely not a one size fits all kind of thing.
As an independent financial adviser I will help you make the best moves financially.
No matter what stage of life you are at, we are here to provide expertise and advice. Offering guidance and support in many areas including-
- Pensions and Planning for your Retirement
- Life Insurance, Critical Illness and Income Protection needs
- Investments and Savings including ISA’s,Bonds and other products
- Inheritance Tax (IHT) and Estate Planning
- Planning ahead for later life and your Long Term Care needs.
Established in 2020 Phil Oddy Financial Solutions has over 25 years’ experience providing practical financial planning advice to people, families and businesses in Norwich and the surrounding area.
We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
At Phil Oddy Financial Solutions, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community.