Burnley, Lancashire, Lancashire
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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3 customer reviews
Angie Bamber
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
Reviewed on Facebook
Karen Butler
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
Theresa Jewell
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
What do you love most about your job?
Making a difference to peoples lives and being rewarded for doing a good job
What inspired you to start your own business?
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
Why should our clients choose you?
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
Retirment Planning
Providing advice for people aged 50+ looking at the different retirement options
Corporate Planning
Mainly Directors of Ltd companies planning with company profits to reduce corporation tax and integrate this into personal objectives