Phil Jacobs

Background

About Phil Jacobs

I combine traditional values with modern thinking. My success is built on integrity, discretion, reputation and delivery. After introducing myself and Goldsborough Wealth, I listen in order to understand your current financial situation, what’s important to you and why, your concerns and future goals. I develop a practical plan designed to help you meet those goals. I’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future. My expertise helps you achieve your desired lifestyle with security and confidence. Testimonials “Phil was on my wavelength. He was easy to approach and understood my needs and requirements and explained things in an easy to understand way without patronising me…” Mrs B Ilkley “He [Phil] is professional, attentive and open and honest in his approach… he takes care and responsibility for my finances enabling me to carry on with my normal business duties” Mr D Brigg “Phil carefully reviewed my existing arrangements and provided great advice in the areas that I needed. He is extremely professional, polite, courteous and gives great advice too.” Mr B, Stoke Poges Typical clients are current and retired owner managers, senior managers and professionals with investable assets including pensions in excess of OR typical joint income is in excess of per annum. Please contact me on 01423 623196 or 07979 778556 https://goldw.co.uk