PSM Financial Planning Limited

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Phil Mackay is an experienced Financial Adviser with over 30 years in the financial industry and holds an Advanced Diploma in Financial Planning.

After nine successful years as a financial adviser with Prudential Financial Planning, Phil was delighted to establish his own financial advice business, PSM Financial Planning Ltd, as part of The Advice Partnership from Prudential.

Phil has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Phil takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Phil Mackay provides sound, personal and expert advice.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

March 2021

We have known Phil for many years and we are quite clear that without Phil’s professional advice we would not be enjoying such a comfortable lifestyle in retirement.  We have found his advice has been straightforward and easily understood, even when dealing with complex financial issues. We have been so pleased with Phil’s advice that we have recommended him to friends and colleagues, many of whom have taken forward a relationship. Finally, Phil provides the face-to-face contact which cannot be provided by a call-centre based provider.

March 2021

Excellent service for over 20 years. Phil explains and advises myself and my wife in an easy to understand manner and is very professional. He has a friendly, trustworthy quality which makes me feel comfortable, when we want to ask further questions or need to cover ‘what if’s’, whether that be over the phone or in a meeting. He has been an enormous help in guiding me through my initially complex pension needs. I am happy with the service overall and would recommend him to friends and family.

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Philip Mackay

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PSM Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.