Philip James Financial Services Ltd

Lark Rise
Beech Grove
Fulbrook, Burford
OX18 4DE

Contact Person

Philip Hanley
01993 824680
DescriptionPersonal financial advice supported by award-winning technology With over 30 years’ experience in financial services, Philip Hanley has run his own financial planning practice, Philip James Financial Services, since 1994. We now advise on over £100m of funds for some 600 clients. Communication is key to our business. We listen and take time to understand your circumstances so our recommendations meet your individual needs. We always give clear, straightforward advice and use the latest, award-winning technology to find the most appropriate solutions for our clients, We know our clients need to know what’s happening to their money, whenever they want. So we provide the most advanced software solutions to allow them to access this, anytime anywhere.Approach
As members of the Ethical Investment and UK Sustainable Investment and Finance Association, we can help you to invest responsibly without reducing or compromising your potential returns. It may be that you’re concerned about and make efforts to care for our environment. Or that you want to ensure that your investments won’t support, for instance, tobacco or armaments companies. We believe that companies who manage their businesses responsibly will have the best chance of long-term growth and better share price performance in the future. And with a growing choice of ethical investment funds and changing corporate attitudes, there’s little need to compromise principles for investment performance. But making the right choice has become increasingly complex. Positive screening looks for companies with a commitment to responsible practices, offering products and services that have a positive impact on the environment. Negative screening avoids businesses that don’t meet certain ethical standards, for example, not investing in tobacco or defense companies. Others seek companies specialising in renewable energy and sustainable technologies or support charities and other socially responsible institutions.