Philpott Financial

Congratulations, Jack! 👏
Thank you to everyone who sponsored and showed their support. An incredible amount has been raised for The Kirkwood, helping them continue their vital work in the community. A brilliant achievement by all involved! 🎉💙

For many UK business owners, retirement planning takes a back seat to growing the business itself.
Indeed, according to Financial Planning Today (27 April 2026), 3 in 10 business owners have no pension at all.
When you’re focused on managing cash flow, staff, and profits, it’s easy to assume the eventual sale of your business will provide everything you need for retirement. But relying solely on your business as your retirement plan could be risky.. Read more from this blog on our website 🙌

We’re incredibly proud to share that Philpott Financial has been shortlisted as a finalist at the 2026 Investment Life & Pensions Moneyfacts Awards.

🏆 Retirement Adviser of the Year

To be recognised alongside some of the UK’s leading financial planning firms is a huge honour and a reflection of the trust our clients place in us every day.

A huge thank you to our clients, supporters, and everyone who has been part of our journey so far.

Congratulations to all of this year’s finalists. We’re looking forward to the awards evening.

If you’re visiting us, you can now park on-site! When you arrive, please continue to use the main front door to access the office.
We hope this makes your visit to Philpott Financial more convenient. 🚗👏

Our February guide 📖 if you’d like to find out more about how allowances could fit into your financial plan and
which ones you may want to use before the end of the current tax year, we could help.
It’s not too soon to make a plan for the 2026/27 tax year, either, especially as there are
changes coming into place that may be impactful for you.
Thinking about which allowances could make sense for you may help you manage your
outgoings. For example, you might choose to make monthly deposits into your ISA rather
than contribute a lump sum at the end of the tax year.
Please contact us to talk about your finances and how allowances may help you get more
out of your money.

The halls are decked and spirits are bright… feeling festive here at Philpott Financial! 🎅🎄✨

The chancellor has delivered the government’s Autumn Budget. We have a summary of the key announcements Rachel Reeves announced in her speech and what they could mean for your financial plan. This can be found on our website.. follow the link posted in our recent story to have a read!