Phillips Financial Planning Limited

Welcome to Phillips Financial Planning Limited, your go-to establishment for all your finance needs. Located at the heart of Newry, within the WIN Business Park, our institution is a point of interest for those seeking financial planning services.

At Phillips Financial Planning Limited, our team of experienced financial advisors is dedicated to helping you make informed decisions about your finances. We believe that financial planning is not a one-size-fits-all approach, and therefore, we offer customized solutions tailored to your unique goals and financial situation.

Whether you are an individual looking to manage your personal finances, a business looking to optimize your financial resources, or an investor looking for wealth management solutions, we have got you covered. Our services include but are not limited to investment planning, retirement planning, tax planning, insurance planning, and estate planning.

Our office at Linenhall House is equipped with modern tools and technologies to ensure that our clients receive the best possible service. We are committed to maintaining the highest standards of professionalism and ethical conduct in all our dealings. Our fees are transparent and competitive, and our advisors are always available to answer your queries and concerns.

At Phillips Financial Planning Limited, we take pride in our reputation for excellence and our track record of delivering consistent, long-term results for our clients. So, whether you are just starting your financial planning journey or need to make adjustments to your existing plan, we are here to help. Contact us today, and let us help you achieve your financial goals.