About us
Philip Hanley set up Philip James Financial Services in 2000 (James is Philip’s middle name), and we have been directly authorised with our regulator, the Financial Conduct Authority, since 2011.
This means we’re completely independent and not part of a network or tied to any other big company. Which is why we changed our name to Philip James Independent Financial Advice so you can be sure we do what we say on the tin.
We offer straightforward, personal investment, pensions and protection advice. We have over 500 clients for whom we look after some £150m.
Meet our team
Meet our team of experienced advisers, dedicated to guiding you toward achieving your financial goals with expertise and care.
Philip Hanley BA (HONS) EXON, AFPC, DIP PFS
Director and Independent Financial Adviser
Kendra Selzer DipPFS MSCI
Independent Financial Adviser
Louis Hammond, Dip PFS Cert CII (MP)
Independent Financial Adviser
Elliot Barber BA Hons Dip PFS
Client Service Manager
Donna Hiscock
Head of Client Services
Vanessa O’Sullivan
Client Services Administrator
Claire Gottemaker
Client Services Administrator
Jim Cross
Compliance Consultant
FAQs
We all hold Diploma qualifications and have Statements of Professional Standing confirming this. We are all studying to become Chartered Financial Advisers.
Our advisers are salaried and do not receive bonuses or commissions for selling.
We will arrange an initial call to discuss your situation, gather more information and then meet on Zoom or face-to-face, at your home or in our office.
We offer online video meetings via Zoom or Teams and so work with and talk to clients all over the UK.
We have clients of all ages but the average age is 56 years.