Meet the team

I have a friendly, relaxed manner and believe in treating people how I would like to be treated myself. I am a fully independent financial adviser with over 25 years of experience.
I started my career working for Insurance companies and banks.
Unfortunately, this meant I was often tied to having to promote products which weren’t necessarily the best fit for the customer which didn’t sit right with me.
This led me to becoming fully independent, meaning I am able to select the most suitable provider and product from the whole market to suit your individual needs.
So glad I made this move, my clients and myself love that I’m fully independent, it gives me the satisfaction that I am always giving the best advice for my clients.

I can give you advice, guidance and support with: –
• Your Pensions and Planning for your Retirement
• Your Life, Critical Illness and Income Protection needs
• ISAs , Bonds and other Savings and Investments
• Inheritance Tax (IHT) and Estate Planning
• Planning ahead for later life and your Long Term Care needs.

I have a Level 6 Advanced Qualification in Pension Advice as a lot of my clients have needed help with planning for their retirement and it’s one of the most important areas of financial advice.

Many of my new clients have been referred to me by my existing clients who greatly value the service they receive. Everyone wants the confidence that they are receiving advice from an experienced and trusted Financial Adviser and personal referrals give you that.

Outside of work I like to stay fit and enjoy Resistance training / Body weight exercises and Running along with spending time with my family.

Please feel free to contact me on: 07817 914360 or phil@philoddyfs.co.uk if you would like to know more about the types of advice, guidance and support I can offer you.