Phils working life has been spent focusing on client's needs. He started in branch banking, sitting CIB exams covering law relating to banking, accounting and economics. This meant that a move to providing financial advice was a natural progression. The knowledge of accounts, contract law and tort (even though dated) has helped indefinitely to identify client’s needs.
His goals for Financial Escape are to remain to be a small but efficient advisory firm providing a personal service, growing organically, so that when he retires in a decade or so, it is seamless for our client's and Zac.
He, like his Father shares a commitment to independence and free thinking and believes the core values of his father are the integral part of Financial Escape's success.
Zac's plans for Financial Escape are to stick to the goals his Father laid out before him, he wants to remain small yet efficient with honesty and the forefront.
We are a firm of independent financial advisers based in Kent, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
Services we provide
As Independent, Whole of Market advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it is for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients' needs.
Financial Advice in Ramsgate, Kent. Having been established in 2005, we are a family owned and run financial planning firm
The Artwork used in our website and logo is used with the kind permission of Nigel Wallace of White One Sugar.
Financial Escape Ltd
Authorised and Regulated by the Financial Conduct Authority No 425430. Registered Company in England & Wales No 5020132