Danny Phillips
BA (Hons)
I formed Rogan Phillips Wealth Advisory Limited after spending more than 20 years in tax and accountancy. My objective is to help individuals, families and business owners explore and develop a personalised plan for reaching financial wellbeing. My central goal within that is to help you navigate through financial complexities to build a high quality financial plan towards your eventual retirement whilst enabling you to live the life you want to now.
Outside of work I enjoy spending my free time with my family. Sunday mornings you can usually find me coaching minis rugby at my local club.
About
Our central goal is to work closely with all of our clients to develop a holistic financial plan that begins to work for you immediately. Your needs are at the center of our planning process and our goal is to work closely with you to develop those needs as you progress towards the future you wish to pursue.
Our advice focuses on the following key areas of wealth management:
- Investment planning
- Retirement planning
- Protection for you, your family and your business (life, critical illness, income protection)
- Tax planning
- Trusts and estate planning
- Inheritance planning
Trusts are not regulated by the Financial Conduct Authority.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 10/02/2026
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.
Rogan Phillips Wealth Advisory is a trading name of Rogan Phillips Wealth Advisory Limited. Rogan Phillips Wealth Advisory Limited is registered in England and Wales, Number 16609742. Registered Office: Carlton House, 19 West Street, Epsom, KT18 7RL.
