A Partner Practice of St. James's Place Wealth Management

Winnington Financial Planning Ltd

Phillip Winnington

CeMAP, DipPFS, BA (Hons)
I deliver a holistic planning approach to all my clients over a short, medium and long-term basis, providing an invaluable service to them. Most of my new clients are personally recommended to me by long standing, valuable existing relationships, this gives me great satisfaction to know that my advice is valued and trusted.

About

I am the Director of Winnington Financial Planning Ltd and have been involved in the industry since 2003, having worked for various large financial institutions and obtaining a vast amount of knowledge over these years. I have specialised for many years in the financial care of Medical and Dental Professionals. I have developed an acute knowledge of the various NHS Pension Schemes, and the tax affairs and concerns of medical practitioners.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Away from the office, I enjoy spending time with my family and participating in and watching all kinds of sports.

Winnington Financial Planning Ltd was established in 2017, when its Director accepted an invitation to join St. James's Place Wealth Management.

Phil has over 14 years experience in financial services and has provided expert advice to private clients and businesses, dentists, dental practices, hospital doctors and consultants, GPs and Practices.

At Winnington Financial Planning Ltd we provide bespoke advice in a personal and professional manner. We are committed to building long term relationships to understand and help to deliver all of your financial goals. We work with both individuals and corporate clients, and are particular specialists in the Medical and Dental market.

Our advice will be delivered at your convenience - either in your place of work or home.

Winnington Financial Planning Ltd was established in 2017, when its Director accepted an invitation to join St. James's Place Wealth Management.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Phillip Winnington

27 Beryl Avenue, Tottington, Bury, BL8 3NF

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Phil is very approachable and explains everything to me. He has demonstrated a very professional manner explaining any shortfalls that may arise. I have every confidence that Phil will advise me as my pension grows.
A.T Milligan
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I am happy to recommend Phil as a financial adviser: he focuses on what I want to achieve and his recommendations are tailored to my requirements. He is careful to explain all aspects of the products he suggests and makes sure that I understand, and am happy with my investment choices. The on-going support he provides makes keeping track of my investments easy.
C.P Woodwards | Littleborough
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Phil always gives advice based on our needs and always understands our needs as doctors. We trust his advice and would highly recommend his services.
Name Supplied | Doctor

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

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.

Winnington Financial Planning Ltd is registered in England and Wales, Number 11076621. Registered Office: 27 Beryl Avenue, Tottington, Bury, BL8 3NF.
Phillip Winnington
Winnington Financial Planning Ltd