Phoenix Wealth Management Limited is a private client practice founded on the principle of providing a truly bespoke service for individuals for whom excellence is a pre-requisite.
We provide a Holistic Financial Planning and Wealth Management service, developing long-term relationships with our clients and advising on all of their financial needs. We are based in the City of London and Witney and also have an office in Suffolk.
We believe that financial planning is an on-going process because peoples circumstances and objectives change, tax regulations change and investment markets change. We build long term relationships with our clients to ensure that changes are factored into financial plans and to assist them in achieving their financial goals.
We are truly independent with no external shareholders. This allows us access to the full range of financial planning solutions, with in-house expertise in core areas such as pension and investment planning as well as specialists in Estate Planning, Long Term Care Planning and Cashflow and Retirement Income modelling.
Phoenix Wealth Management Ltd. is Authorised and Regulated by the Financial Conduct Authority No 190353
Registered in England & Wales No.03605826