Monday - Friday 08:00 - 18:00
Meet Alex Phillips
I am a former futures trader who worked in the City of London, prior to working as a financial adviser at Just Wealth I trained at an award winning St. James's Place Partner Practice in the South West. I am a British Army Reservist, attached to 7 Rifles-B Company in Wiltshire.
Services and Support that I offer
- Protecting you and your family
- Helping you have the Retirement that you want
- Saving and Investing for the future
- Estate Planning to help protect against Inheritance Tax
- Saving for your children or grandchildren
- Business Protection for owners, directors and key personnel
My Commitment to you
I will work with you and help set your plans for the now and support your goals for the future. I will provide advice tailored for you and in a way that is clear to understand and without pressure.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.