Independent Financial Adviser

Tel: 07588 344343  |  Email:

Phil Mayo is originally from London and has worked in the financial services industry since 1996.  He previously served in the Royal Navy for 19 years.

His career in Financial services started with Friends Provident and then Norwich Union.  Phil has been employed in senior managerial roles, training and account management within the life assurance and banking industry.  He is a qualified private client stockbroker and is Level 4 Diploma qualified to provide financial advice.   A specialist in Investment and Pension planning.  He also advises in the corporate planning market to new and established companies.

Phil is married with a young family and is a season ticket holder at Norwich City which he attends regularly with his son. He lives in Brundall and is a keen walker.

Phil also enjoys travel, including cruising on holiday with the family, good food and spending time with friends and family.

Independent Financial Advisers

Financial Advisers advise clients on investments, taxes, estate planning, insurance, mortgages, and retirement.  They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers.  Financial advisers look at your personal circumstances and your financial plans and recommend products to help you meet your needs.  There are two types of financial advisers.  We are Independent Financial Advisers (IFAs) and can recommend financial products spanning the whole of the market.  Basically, this means our advice is unbiased and unrestricted.  Whereas Restricted Advisers can only recommend products from certain providers.  In some cases, they recommend products from a single company.

The importance of financial advice.  Did you know you could be £47K better off after 10 years with Financial Advice?  Basically, customers who took financial advice saw a £31K uplift in their pension wealth.  Together with a £16K increase to other financial assets. The importance of Financial Advice – Source: What it’s worth – revisiting the value of financial advice, November 2019