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Phil Bannister

DipPFS

With over 25 years experience of helping both private and corporate clients retain, protect and increase their wealth in the most tax efficient manner, I aim to become your trusted adviser. I recognise that each of my clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

About

My background has been with major financial services insurance companies working with individual and corporate clients for over 25 years. I also spent time with a boutique investment house and, therefore, feel I have a rounded knowledge in financial services. When I was invited to join St. James's Place I decided to put that experience and expertise into establishing Bannister Wealth Management.

I have joined St. James's Place as they share my vision of high quality financial advice through their extensive research and resources all aimed at delivering exceptional client service. With their support I have the freedom to afford people the time they deserve and build successful and enduring relationships.

Planning for a secure future, be it for yourself, your family or your business is, I firmly believe, one of the most crucial steps you will ever take. It is important to have clear financial goals in order to build a strategy to achieve them that is robust but also flexible to adapt to any changes in circumstances along the way. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.

My service is grounded in the highest professional standards.

In addition to my expertise, I also work closely with a range of experienced specialists within the St. James's Place community who I can call upon to support the services that we provide.

Family life with three lively young children takes up most of my time outside of work but I try to fit in the odd game of football or round of golf.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.
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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 14/03/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.