Founder, Managing Director and Chartered Financial Planner
Brendan has worked in financial services for the last 28 years in various client-facing roles and, along with being the Managing Director, continues to provide financial planning advice to the firm’s clients. He is a Chartered Financial Planner and formerly President of the Personal Finance Society, the main professional body for financial planners.
He lives in Berkshire with his wife, Sally, and one of his two sons, Jake, the other, Harry, having departed to university in 2016, and divides his working time between our London and Witney offices. He founded, and still runs, a charity providing holiday activities for children with additional needs in Berkshire but, when time allows, he can be found “blasting down the lake in his Laser dinghy in front of 20 knots of wind”.
Contact Brendan on 020 3697 8914 or 01993 229902.
Founder, Head of Research & Strategic Planning
Andrew has worked in financial services for 27 years, originally as an adviser, a role which he continued for several years within Phoenix. However, as a Chartered Financial Planner who enjoys the more technical aspects of planning work, openly admitting to being “a bit of an anorak”, he moved to head up the Research Team in 2003 and now chairs the Phoenix Investment Committee as well as being a member of the Investment Committee within Smart Investment Management, the Discretionary Fund Manager that runs our Ruby portfolios.
He lives in Witney with his wife Karolina and their 2 sons, Maximilian and Tobias, having moved out of London in 2015, and splits his time between our London and Witney offices. Whilst he says relaxation time is at a premium with 2 young children, whenever the chance arises it involves sport (he is an Arsenal and Wasps fan), music (he has over 1,000 CDs) and reading any book available but especially history books.
Contact Andrew on 020 3697 8902 or 01993 229910.
P.A. to the Managing Director
Angela is based in our Witney office having originally joined our sister company, Phoenix Temple Wealth Management Ltd., in 1998 under its previous guise, Paul Temple Financial Services Ltd.. As Brendan’s P.A. she is responsible for managing his diary and liaising with clients of both companies, as well as organising our regular Client Presentations.
Whilst she is originally from the valleys of Wales, she has lived in Witney since she was 5 years old. Married to Duncan, she has two grown up boys, Mark and Steven, and, now that they have 'flown the nest', spends her newly found free time catching up with family and friends.
Contact Angela on 01993 229904.
Tom joined the business in 2012, having previously filled a wide variety of roles within financial services over more than 30 years, from bank manager to technical consultant. His role is to oversee day-to-day operations within the Research Team, as well as carrying out specialist research work on complex cases such as Trusts and Retirement Options.
He lives in Surrey with his wife Carol and daughter Briony and says that his spare time consists of walking the dog!
Contact Tom on 020 3697 8904.
Denise is based in the Witney office of our sister company, Phoenix Temple Wealth Management Ltd, and has worked there since 2000 apart from an 18 month break from 2006 to 2007. She is responsible for providing research support to the financial planners across both companies and, by concentrating her time on research work, acts as a specialist technical resource whilst freeing them up to spend more time with clients.
Denise lives in Milton-Under-Wychwood with her husband Glyn and, now that her 2 daughters have left home, spends her spare time developing her interest in gardening and going on country walks (ideally to a good country pub).
Contact Denise on 01993 229906.
Head of Customer Services
Daiva joined the business in 2003 as a Sales Administrator but has filled several roles, mostly recently being promoted to a new position overseeing the administration function within both Phoenix Wealth Management and our sister company, Phoenix Temple Wealth Management.
Originally from Kaunas in Lithuania, she came to the UK in 1998 and now lives in south east London with her husband, Alim, and son Dominic, her daughter Marija having 'flown the nest'.
Contact Daiva on 020 3697 8908.
Jennifer joined the company permanently in 2011, having previously provided temporary Maternity Leave cover. Her primary role is investment research, and she is a member of the Investment Committees of both Phoenix Wealth Management Limited and Smart Investment Management, the Discretionary Fund Manager that runs our Ruby portfolios. However, she has an ancilliary role providing support to the Head of Research on project work within the business.
She lives in Surrey with her husband Darren and 2 sons, Harrison and George, spending what little free time 2 young children allow catching up with friends and family.
Contact Jennifer on 020 3697 8906.
Head of Mortgages
Ian has 36 years experience in financial services, originally as a financial planner but more recently specializing in mortgages. He joined Phoenix Temple Wealth Management in 2009 but is based in the Phoenix Wealth Management office in London, providing advice to clients on all aspects of property purchase, including how best to raise any finance needed, including the selection of the most suitable lender.
He lives in Essex with his wife Sarah and their 3 sons, Alexander, Nicholas and Oliver. His spare time consists of sport, both participating to keep fit and spectating, and listening to music.
Contact Ian on 020 3697 8910.
Yvette works in our Witney office, having joined in June 2014. Vastly experienced across a range of previous roles, she is responsible for all day-to-day administration queries, including the implementation of all advice provided and the issuing of new policies.
Yvette moved to Witney in 2011 with her husband Pete and son Tom and in her spare time loves listening to music and spending time with friends and family.
Contact Yvette on 01993 229908.
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Phoenix Wealth Management Ltd. is Authorised and Regulated by the Financial Conduct Authority No 190353
Registered in England & Wales No.03605826