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Phillip Winnington

CeMAP, DipPFS, BA (Hons)

I am the Director of Winnington Financial Planning Ltd and have been involved in the financial services sector 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, with a view to building long term ongoing trust with clients and their family.

Away from the office, I enjoy spending time with my wife and daughters and participating in and watching all kinds of sports. I like to keep fit and I regularly go mountain biking. At weekends I can be found doing DIY and my wife and I love to find new restaurants to dine out. We also enjoy supporting our older daughter in her gymnastics competitions.

About

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

Phil has over 20 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.

We are passionate about helping people achieve their financial goals. We know that money can be a stressful topic, but we are here to make it easier for you.  We have expert knowledge in all things finance, from investing to retirement planning to taxes and estate planning.  We believe that everyone deserves access to quality tailored financial advice. That's why we offer a range of services to meet the needs of clients at every stage of their financial journey. Whether you're just starting out and looking to build your wealth, or you're an experienced investor who needs help managing your portfolio.

At Winnington Financial Planning, we're all about getting to know our clients on a personal level. We want to understand your unique needs and circumstances so that we can create a financial plan that is specifically tailored to you. So, if you're ready to take control of your finances and achieve your goals, we're here to help.

Our advice is available a number of ways - either in your place of work, home or virtually if you prefer.

We specialise in:

  • Investment Planning
  • Retirement Planning
  • NHS pensions for the medical and dental community
  • Mortgages
  • Family Protection
  • Tax, Trust and Estate Planning
  • Business Protection
  • Corporate pensions/investment.

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.

Dawn Nasim

Practice Manager

Lindsay O'Toole

Investment and Client Administrator

Advice & Services

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

Testimonials

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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

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 03/05/2022

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.