Who PAA work with

Who we work with and what they say about us

Philip Anthony Associates have been supporting clients for over 20 years. We’re one of, if not the most established estate planning firms in the North West but we also support clients across England and Wales.

Having grown a business known for providing our clients with an A* service we’ve attracted and support a number of professional businesses and their clients.

In brief, here is how we do it;

Employee benefit schemes

                We work with employers of both SMEs and larger businesses to offer their employees affordable estate planning services to plan and protect their assets.

Accountants and IFAs

                We’re the firm of choice for a number of professional businesses. They trust us to look after their clients and refer them to us to complete their financial planning with Wills and Estate Planning.

Charities

                We love to support charities. Not only do we actively encourage our team to give time to support charities, like Phil, our founder and MD who recently spent lockdown supporting the NHS, delivering food parcels etc. but we also help our clients to support charities through charitable legacies. We’re actively working with St Ann’s Hospice and Rueben’s Retreat.

Now, what do our partners say about us?

‘“As an established Independent Financial Adviser with over 20 years’ experience in the industry I have been recommending Philip Pamment of Philip Anthony Associates to my clients for a period of 11 years now. Throughout this time, he has helped my clients with a wide range of Estate Planning areas from setting up Wills, preparing Power of Attorney’s through to setting up a wide variety of Trusts as appropriate for my client’s needs. I have always found him to be completely trustworthy, reliable, professional and knowledgeable and have been exceptionally pleased with the consistent and keenly priced service he has given to my clients over the years – Daniel Leo

“As Accountants, we often come across clients without a Will. This can cause enormous problems not only on an emotional scale, but also from a taxation angle, leaving Estates with a much-reduced inheritance. So, we have no hesitation in recommending Philip and his company Philip Anthony Associates in assisting our clients with Will writing and Probate services. Philip has much experience in his chosen field and his company ensures a smooth and hassle free will preparation service for very modest fees. Our clients have found that what appears at first a mind-boggling task, soon becomes much clearer under Philip’s expertise and ability to clarify the most complex matters.” – David Tussie FCA – Accountant

“PAA have written and advised many of our clients with both simple and straight forward family Will and Estate Planning to more complex Asset Trust Wills and Protected Property Trusts. Phil and his team are very knowledgeable and provide a very prompt and professional service. Our clients really value the personal ’face to face’ service provided. I would not hesitate to recommend PAA for all Will and Estate Planning needs.’’ – Ian Broadhead, CEO – TaylorMade Finance Ltd.

Don’t just take our word for it. This is a sample of the businesses that we’re working with and what they say about us.

If you’re a business owner and you are looking to look after your staff, or your clients, lets have a conversation. We can talk about who our professional and friendly team can support your business aims.

Call us on 0800 970 0649