fbpx

 About Us

 

As Independent Financial Planners, PH7 provide honest, clear, straight forward advice to clients seeking out help with their Financial Planning Objectives.

Our Story

More Than Financial Planners

Founded by Paul Howarth, PH7 Wealth Management Ltd was born over 3 years ago following 15 years of industry experience including 11 years of being a Financial Adviser. Paul has other experience being an Ex-Professional Footballer and time in the Army Reserves and is currently  studying a Post Graduate Degree in Psychotherapy. His advice and company ethos is ingrained with the ethics, commitment and professionalism he has acquired offer the years.

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.

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.

Founded by Paul Howarth, PH7 Wealth Management Ltd was born over 3 years ago following 15 years of industry experience including 11 years of being a Financial Adviser. Paul has other experience being an Ex-Professional Footballer and time in the Army Reserves and is currently  studying a Post Graduate Degree in Psychotherapy. His advice and company ethos is ingrained with the ethics, commitment and professionalism he has acquired offer the years.

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.

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.

Our Company Statement & Principles

Mission

  • To establish your principle objectives and ensure these are central to our advice.
  • To allow you the time and patience required to explore a range of possibilities and outcomes.
  • To demonstrate to you the feasibility of your aims and the costs to achieve this.
  • To deliver our message clearly and comprehensively and only moving forward once advice is fully understood.
  • To give advice with compassion and integrity.
  • To ensure we are FCA compliant and ethical in line with our regulator – FCA’s policies.
  • To be an asset to your journey.
  • To act always with your best interests at heart.

Step 1.

Together we gain an understanding of your current position

Step 2.

We work with you to identify your key goals and objectives

Step 3.

We recommend appropriate action and discuss with you.

Step 4.

We implement and govern an ongoing action plan.

The Experts

Meet Our Team

 

Paul Howarth

Paul Howarth

Director, Financial Planner

Lily Howarth

Lily Howarth

Head of Finance

Annabel Pearson

Annabel Pearson

Marketing Manager

Claire Blaymire

Claire Blaymire

Head of Technical & Operations

Kelly Blaymire

Kelly Blaymire

Client Servicing Manager

Michelle Morley

Michelle Morley

Office Manager

Samuel Hartley

Samuel Hartley

Financial Planner

Nick Cassidy

Nick Cassidy

Financial Planner

Duncan Bennett

Duncan Bennett

Head of PH7 Insurance

Contact

Get In Touch

Got questions? lets talk!

11 + 1 =

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.

Contact

Get In Touch

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

 

PH7 Wealth Management Head Office

3rd Floor, Churchill House, 60 Bank Parade, Burnley, Lancashire

BB11 1TS

 

 

 

At PH7 we know that investment returns are important to sustain growth and help you achieve future goals that require money, but we also know that the most important thing in the world is what you spend the money on and the memories you create.

If you would like to sit and talk for two hours around investment portfolios and graphs, PH7 know some very reputable advisers that we can put you in contact with.  If however you wish to understand the essential parts of investment risk and return with then the main focus on helping you concentrate on how and what you want to spend your capital on then PH7  believe we can be an asset to your journey.