Phil Oddy

Advising Partner

Hi my name is Phil,

I have a very friendly relaxed manner and believe in treating people how I would like to be treated myself.

As an Independent Financial Adviser (IFA) I can select the best provider and the best product from the whole market to suit your individual needs.

I Have over 20 years’ experience in Financial Services and can give you advice, help, information and support in the following areas:

  • Planning for your Retirement
  • Your Life Protection and Critical Illness cover needs
  • ISA’s, Bonds and other Savings and Investments
  • Inheritance Tax (IHT) and Estate Planning
  • Planning ahead for later life and your Long-Term Care needs.

Myself and my professional associates can also help you with:

  • Mortgages
  • Wills, Trusts and Power of Attorney
  • Equity Release
  • Final Salary Pensions

I have a Level 6 Qualification and have chosen to specialise in pensions as I believe planning for retirement is one of the most important areas of financial advice and everybody needs help in this area.

Sandringham’s simplistic, user friendly process’s will allow me to spend more time looking after you and your financial needs and less time doing admin.

Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

Outside of work I like to stay fit and love the outdoors and enjoy kayaking and cycling. I also enjoy wildlife photography as I love getting out in the countryside to relax.

Please feel free to contact me on 07817 914360 or if you would like to know more about the financial advice and the type of services that I can offer you and I will respond back to you at my earliest convenience.

Areas of expertise

Picture of Phil Oddy
  • 2 Valley Farm Cottages
  • Low Road
  • Topcroft
  • Bungay
  • NR35 2BQ