Focus financial  planning
Forward thinking approach
Bring all your financial affairs under one umbrella

Focused financial planning to help you live your life to the full

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A forward-thinking approach to make your money work for you

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Bring all your financial affairs under one umbrella

Find Out More

Is your money working as hard as it should be ?

Would you benefit from a financial shoulder to lean on now and again, that recognises you and your family’s individual needs?

Because we put our client's lifestyle and financial security at the centre of everything we do, our advice is unique and tailored in every case.

Whether that's putting in place a plan to allow you to retire early or free you up to spend more time with your grandchildren, we can put the financial structures in place to achieve it.

What makes us different ?
About PGI Financial

"Phillip... provides invaluable, regular and timely financial advice"

Sue S


"...always found PGI Financial to be thoroughly professional in their approach"

Neil B

"support staff unfailingly courteous and helpful"

John A


"We have all... benefitted financially from Phillip's well-researched and rigorous advice"

Sue & Steve S

"we have been impressed by his clarity of thought"

Andrew & Jane T


"managed my financial affairs with competency & efficiency"

Peter & Sandra D

"I trust PGI Financial totally, to invest my money"

Jean S


"I can pick up the phone anytime and speak to him"

Andy & Claudia B

"We have found Phillip to be of the highest calibre in all matters financial"

Les & Margaret H


"thank you for the very competent way you have dealt with our investments"

Roger & Shirley H

Call us on 0113 251 5170 to see how our dynamic approach to financial advice can help you

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