Combining wealth with health
At PH7, we are much more than just financial planners. We operate out of the PH7 Wellbeing Centre in Burnley, where we provide health and wealth services:
PH7 Wealth: wealth planning services, mortgages and insurance to businesses, families and individuals.
PH7 Wellbeing: an accredited CPCAB private counselling centre offering counselling and psychotherapy to the general public.
PH7 Health: looking after the mental health of workforces and corporations.
PH7 Life: our dedicated mental health charity, currently delivering a unique 4-week course that puts 84 per cent of people into recovery from depression and anxiety.
At the award-winning PH7 Wealth, our philosophy is to:
Educate: We aim to pass on our knowledge and experience in a balanced, clear and concise way to help you understand your financial planning options.
Inquire: We explore how you want to live your life, your hopes and fears. This level of inquiry leads to a deeper understanding and more intimate connection.
It's all about helping you plan effectively and flexibly.
Inspire: Through education and inquiry, we aim to co-create a winning formula that enables you to set about living your desired life.
So why would an experienced financial planner, become a partner at PH7? Well it's simple. This is my philosophy and how I treat every client at every interaction in our relationship.
I bring Lifestyle and Financial Planning to the fore, by focusing on and making sure the service you receive is the most suitable fit for you, your family or your organisation.
I believe it's all about helping you plan effectively and flexibly, with the aim of helping you achieve your personal, lifestyle, professional, or business goals, and taking the best steps towards achieving and maintaining the lifestyle and the outcomes you envision.
We take a relational approach to our advice process, building on your hopes and dreams from our educate, inquire and inspire philosophy. We compliment this approach with the use of technology to analyse your assets, inflows and expenditure to provide you with a comprehensive, easy-to-understand analysis of your existing financial situation. We then bring this back to what you want, your objectives and our relational approach.
These might include business exit strategy, early retirement, redundancy, ill health, and premature death. Together, we co-create and draw out the best strategies to manage risk so that you can maintain your desired lifestyle through such life-changing events.
I believe you will find this invaluable when making decisions about your future, it may improve your chances of achieving the financial and lifestyle your desire.
*As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments.
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