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Description

My name is Paul Phillips, and I am the owner of Mollam Wealth Management, we provide financial advice to individuals and businesses.

I believe now more than ever that people need access to straight forward and easy to understand financial advice.

This is way I am excited to be listed on My VIP Rewards and be able to offer trusted financial advice to My VIP Reward members.

Companies have become much better at offering their employees help and support with their mental wellbeing, but I strongly believe a big part of your mental wellbeing can be influenced by your Financial Wellbeing.

Financial Wellbeing can mean different things to different people, for example, someone who is approaching retirement maybe concerned about how long their pension income will last and will it be enough.

Someone else maybe concerned about the current increase in the cost of day-to-day living, however, these concerns all effect our financial wellbeing.

This is where Mollam Wealth Management can provider support, we offer advice in the following areas: -

Retirement Planning

Investment Planning

Mortgage and Protection

Inheritance Tax Planning

If you are confused or have any concerns with any areas of your finances, then please get in touch for a one-to-one no-obligation financial review.

The meetings can be held face to face if you are local to us and via video call/telephone.

 

Your home may be repossessed if you do not keep up repayments on your mortgage.

Mollam Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

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