Educate, Inquire, Inspire

What will be your legacy?

Write your own legacy with PH7’s Pro-active Financial Planning.

Welcome to PH7 Wealth management

Customised Financial Planning & Investing

With a new understanding of the options available to you, PH7 want you to write your own legacy in life, to own it and to plan around it. We want to get you excited about the future, whether that be reducing your working hours or taking more holidays and leisure time.

Plan

Pro-Active planning

Pre-retirement planning, family protection – understanding your options and ensuring your ‘ducks are in a row’ from an earlier age..

Diversify

Savings & Investment

Planning for your future with savings and investments to best suit you and your families needs.

advice

Pensions

Are you going to retire on a Company Pension Scheme or draw a State Pension. Make sure your pension is working for you.

Manage

Business Owners

Ensure your company is run tax efficiently and profits ‘dove tail’ into your own personal financial planning

One Size Fits just one

Create a Retirement Strategy That Works For YOU

We work to understand your objectives in relation to how you wish your retirement lifestyle to look. We then find the most suitable plan forward for you. This is the ‘cornerstone’ to PH7’s approach to Financial Advice.

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How We Work. Our Mission & Values

We aim to connect with our clients at a deep and authentic level. This enables clients to gain a deeper understanding of their situation and get the most they can out of life. Our intention is to give compassionate and empathetic advice.

We don’t plan with graphs we plan with people. As a client of PH7 Wealth Management you become part of the PH7 group, all with the same intention of getting the most out of life.

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Financial Services

You may know exactly what service you’re looking for, or, you may want help on where to begin. We do both.

Contact us

Pension Reviews

We’ll review your investment – does it still match your attitude to risk? Is it performing well? & more.

Retirement Planning

Retirement may be at the back of your mind, but we can’t stress the importance of time set aside to look at future goals.

Wealth Management

Portfolios are rebalanced quarterly and funds are regularly checked against the benchmark for performance and switched if necessary.

Corporate Planning

With pro-active planning, we meet before the financial year end and look for tax planning opportunities.

Estate Planning

Inheritance Tax and Long Term Care fees, with some careful planning, can be effectively reduced or even cleared.

Flexi-Access Drawdown

Benefit from good investment performance in a tax-efficient environment and exercise control over your own investment portfolio.

"We would like to thank Paul for the advice he gave and work he did for us. It was so confusing when I was getting my pension and I found myself searching for answers. It wasn’t until I met Paul that I felt I had found someone to help me.I found Paul through advice from Age UK on how to look for a financial adviser. So glad I took their advice. Pensions can be a maze of problems and Paul guided us through it. He put our minds at ease. We have been very happy with the advice and service Paul has given us, and have recommended Paul to family and friends. Thank you Paul for all your help. On a scale of 1 to 5. 5 being the highest. We would rate Paul a 5"

Philip Hanif

"The services provided by Paul have always been of the highest quality, and he has always taken time to explain fully all the various options available in a clear and concise manner, and he has a dedication to customer care and has always provided excellent value for money. I am very happy to commend his work, which has always been provided in a friendly yet very professional and conscientious manner. He has recently advised on the restructuring of our Company pension scheme and worked through the minefield of Auto-Enrolment, which, as a small business we valued greatly. Because of the confidence I have in Paul, I have also entrusted my own personal pension and investments with him and have seen steady growth over the last few years. I believe that going forward Paul can continue to add benefit to both our business and personal financial decisions and can recommend him without reservation."

David Barrett

Managing Director, Servis Filmsetting Ltd

"I’ve been a client of Paul’s for 8 years now and can highly recommend his services to anyone wanting to take control of their finances today and security for the future. Paul takes the time to really get to know you, what’s important to you now and in the future, in order to build a strategy that really works to meet your objectives. He explains things clearly and simply and ensures you fully understand everything that’s happening to meet those objectives. Through his regular reviews he ensures he understands not only how things are progressing but whether your goals have adjusted, at which point he’ll work on how your strategy might need to change too. Paul is a real pleasure to do business with. In addition to getting results he’s personable, authentic, accountable and down to earth. You don’t need to look any further."

Deborah Bulcock

Personal Effectiveness Coach

a strong investment proposition

Let Us Help You Take Your Money To New Heights

Our Independence allows us to select from the whole market. We have access to the most sophisticated planning tools such as cash flow modelling so you can plan around your objectives and look at scenarios such as when money will run out or what happens when I draw extra money out for such things as holidays or house expenditure, or what would be passed on to the next generation. We work closely with Discretionary Fund Managers with a wide range of passive, active and ethical funds and portfolios. Having said this, our philosophy of investing is not in relation to which funds we believe are the best but what our clients capacity for loss and attitude to risk

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GOVERNING BODIES

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Got questions? lets talk!

PH7 Wealth Management.

Good financial planning is key to helping you achieve your future goals and aspirations, at PH7 we work with you on your financial journey ensuring you and your families’ long-term future objectives are secure.

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Contact

Get In Touch

01282 479 930
info@ph7wm.co.uk
M-F: 8am-5pm

PH7WM Head Office

3rd Floor, Churchill House, 60 Bank Parade, Burnley, Lancashire, BB11 1TS

Harrogate Office

PH7 Wealth, Workhub, 12 Station Parade, Harrogate, HG1 1UE