Rhys Phillips

At the heart of Strategy First Financial Planning are our five senior Financial Advisers, a formidable team who have combined experience of almost 100 years. This depth of experience is not just a number —it's a reflection of the countless clients we've guided towards financial success, the complex personal & financial challenges navigated, and the evolving financial & legislative landscapes mastered.

Since its inception in September 2005, Strategy First has carved its own path in the financial planning industry. Unlike many in our field, we operate under our own license, a symbol of our commitment to autonomy and our ability to tailor our services directly to the needs of our clients without external pressures.

Our fee-for-service model is designed with transparency and fairness in mind, ensuring that every dollar you invest in our services is a dollar towards unbiased, objective advice.

We believe in putting your interests first. Our approach is simple yet revolutionary: provide impartial advice that genuinely serves the best interest of our clients, and do so with integrity, dedication, and an unwavering focus on achieving their financial goals. This philosophy is the cornerstone of our firm and the reason behind our enduring success.