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PH7 Wealth Management

Burnley, Lancashire, Lancashire

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‘19 Certificate of Excellence, 2019

About

As trusted Independent Financial Planners PH7 Provide honest, clear, straight forward advice to clients seeking out help with their Financial Planning Objectives.
Working with both corporate and individual clients PH7 pride themselves on their high quality, personal service offering independent advice on financial matters, including Retirement Planning and Investments, whilst recommending suitable financial products from the whole of the market.

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Reviews (3)

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5/5

3 customer reviews

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5 May 2019

I was referred to Dan by a good friend I can’t recommend this guy enough!!!! He has looked after me business wise & my staff but personally has helped me out & is still trying to sort out ‘ the mess ‘ another financial advisor made of my investment s You can trust Dan to give you sound , solid advise and to follow it thro helping you all the way In this business he is just the type of guy you need I have & would recommend him in a heart beat The best !!! Angie Fairhurst

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23 July 2018

Got to be the best financial adviser out there x looks after your every need but best of all down to earth so i can understand everything i put my total trust in paul who has never let me down x

Reviewed on Facebook

23 July 2018

Known Paul for a number of years through PH7 great person to deal with, good luck in your new company business venture

Best regards


Kevin Jewell
General Manager
Trufab Limited
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Reviewed on Facebook

Q&As

Making a difference to peoples lives and being rewarded for doing a good job

I wanted to pass on years 11 years of experience to other advisers and ensure that as many people as possible had access to great advice

We believe that in life if you have a strong foundation and a clear intent then you will succeed in what you do.
PH7's foundation is built on Respect, Integrity and Honesty and our Intent is to make a posstive impact on people lives through our pro-active planning.
The success is that clients achieve their goals

Services

Providing advice for people aged 50+ looking at the different retirement options

Mainly Directors of Ltd companies planning with company profits to reduce corporation tax and integrate this into personal objectives

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