We help clients negotiate their way through retirement and sustain their lifestyle after they stop work
We build retirement solutions around the lifestyle our clients want to lead, not financial products.
Given ongoing changes to pension legislation, we guide people through the often overwhelming range of options available.
We provide advice on topics such as generating income, tax free cash, and leaving money to family, and we use cash flow modelling to help plan future spending.
Our experience is that retirement plans are as individual as our clients, and we independently source solutions from across the market to meet their unique, individual needs.
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
