Forward thinking, efficient investment solutions tailored to your personal financial goals
We believe in global investment, diversification and the use of active and passive funds to build resilient and effective portfolios.
By regularly reviewing our client's funds individually, we ensure that their portfolio remains balanced, cost effective and that risk is closely managed.
Our approach is forward thinking and identifies opportunities in developing industries, whilst embracing those making a positive impact on the environment and society.
We identify companies and funds that benefit financially from having a positive impact on the environment and society as a whole.
Call us on 0113 251 5170 to see how our dynamic approach to financial advice can help you
Contact Us
"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
What makes us different?
Call us on 0113 251 5170 to see how our dynamic approach to financial advice can help you
Contact Us
