About Us

Financial wealth isn’t an end in itself, the value is in what it provides

We help our clients use their money to facilitate the lifestyle they want to lead.

We’re based in Leeds, but look after the financial affairs of clients and their families across the whole of the country.

We are specialists in investment management and work hand-in-hand with our clients to help them realise their financial potential.

"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

Contact Us