Expert financial guidance for a secure future
Who we are
Pharon Independent Financial Advisers has been providing tailored financial guidance and peace of mind to individuals, businesses, and trusts in the Canterbury and surrounding areas since 1973. As a leading Independent Financial Advice (IFA) firm, we pride ourselves on our highly qualified team, independent approach, and commitment to excellence.
Our Philosophy
Our approach to financial planning is based on a deep understanding of your individual needs and goals. We take the time to thoroughly assess your financial situation, considering your unique circumstances, aspirations, and potential challenges. We tailor our recommendations to your specific requirements, ensuring they align perfectly with your personal financial journey.
Our Team
Our team of experienced and qualified professionals is led by Director and Chartered Financial Planner, Nicholas O'Shea. We boast a diverse team of skilled individuals, each with extensive expertise in various aspects of financial planning, ensuring comprehensive and holistic guidance across all aspects of your financial life.
What we offer
We offer a comprehensive range of financial services, including:
Financial Planning
- Creating and reviewing financial plans
- Retirement planning and pension advice
- Investment planning and portfolio management
- Tax planning and wealth preservation strategies
Pensions
- Defined benefit & defined contribution plans
- Pension scheme reviews and improvement strategies
- Pension tracing and consolidation
Corporate Services
- Business succession planning
- Employee benefits consulting
- Retirement planning for corporates
Investments
- Investment portfolio review and recommendations
- Ethical and sustainable investing options
- Inheritance planning and trust establishment
Our Approach
We believe in building strong client relationships based on trust and open communication. Our advice is transparent and jargon-free, ensuring you understand every aspect of your financial plan. We work collaboratively with you to implement changes and achieve your financial goals.
More About Our Services
For a detailed overview of our services and how we can help you achieve your financial aspirations, please visit our Services page.
Overview of Reviews
The reviews of this financial advisory service are overwhelmingly positive, highlighting the company's independence and professionalism.
Staff and Service
The staff have been praised for their politeness and professionalism, ensuring clients feel at ease when dealing with their financial affairs.
Independency
The company's independence has been noted as a significant strength, allowing them to provide unbiased advice to their clients.
