We recognise that no two individuals needs are the same and therefore provide a bespoke approach for each client. At an initial meeting we will establish your values, current circumstances, and financial goals. We will then agree a way forward with an aim to achieve these goals and organise a schedule of regular review meetings to ensure you are on track to meet your objectives.

To assist with the planning process we offer Voyant, a sophisticated, lifetime, cash-flow planning program. This will help us forecast your financial future and demonstrate if you will be financially secure throughout your lifetime.

We are committed to building long term, high trust relationships. Our clients feel the advice we give is of the highest standard. Our clients appreciate the prompt and personal service that Philip Hamilton Wealth Management offers, as reflected in our testimonials and the fact that most of our new clients come to us as a result of word of mouth recommendations from existing clients.