What We Do

We focus on our client relationships, putting them at the very heart of what we do.

We regularly speak with our clients and their families and, crucially, listen to what they want to achieve and what matters to them.

Using a personalised approach, we build strong, flexible solutions that safeguard our clients and their families, helping them realise their lifestyle goals.

Retirement
Planning

Given the changes in pension legislation in recent years, we guide our clients through the often overwhelming number of options so they can make a balanced decision.

Investment
Management

We believe in global investment, diversification and the use of a wide range of active and passive investments to build resilient and effective portfolios.

Estate
Planning

By providing our clients with a regular summary of their estate value and outlining the tax efficient options available we help them identify suitable ways of passing their wealth to the next generation.

Testimonials

"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"