Phil Moody

Phil Moody

Phil Moody

Avonwood Financial Planning - Associate Partner Practice of St. James's Place Wealth Management

01249 721554
07876 394869
www.avonwoodfinancial.co.uk

Manor Stables
West Street
Great Somerford
Wiltshire
SN15 5EH

I work with both private clients and businesses advising on all areas of financial planning and wealth management, including, retirement planning, wealth protection, savings & investments. More details are available on my website at www.avonwoodfinancial.co.uk

Based in Malmesbury and servicing clients along the M4 corridor and in the North Wiltshire / South Gloucestershire area, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over time.

Specialties

  • Financial Planning
  • Retirement Planning
  • Auto Enrolment & Group Pensions
  • Business Protection (Shareholder, Keyman Insurance)
  • Savings & Investments
  • Inheritance Tax and Estate Planning
  • Long Term Care
  • Protection (life, critical illness, income protection)

My website (www.avonwoodfinancial.co.uk) provides more information about how I work with my clients and the services I provide.

St. James's Place Wealth Management is a FTSE 250 company, recently awarded “UK Wealth Manager of the Year 2012” by readers of the FT & Investors Chronicle. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.