About Us

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.

Our People

Andrew Shaw

Andrew has worked in financial services for 29 years in a variety of roles, starting as a financial planner and achieving Chartered status in 2006.

Andy Setterfield

Andy has worked in a variety of roles in a financial services career spanning 34 years, having previously served in the RAF.

Angela Barney

As Brendan’s P.A. Angela is responsible for managing his diary and liaising with clients of both companies.

Brendan O’Ciobhain

The founder of Consulting WP, he has been the captain of this ship from the beginning and has sailed it to the successful behemoth it is today. He is known in the industry to be one of the most successful CEO’s. He says he owes his success to his fantastic team.

Daiva Kamara

Daiva oversees the administration function within Phoenix Wealth Management.

Denise Watkins

Denise is responsible for providing research support to the financial planners

Ian Kemp

As Head of Mortgages, Ian provides 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.

Jennifer Dackombe

Jennifer provides support to the Head of Research on project work within the business.

Marinela Dunareanu

Marinela trained as an international lawyer before moving into financial services 16 years ago.

Rosalia DiCarlo

Roz joined the business in 2011 and has 17 years’ experience in mortgage administration.

Tom McMahon

Tom 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.

William Adams

Bill joined the financial services profession after spending 12 years in the Armed Forces.

Yvette Walcott-Lewis

Yvette is responsible for all day-to-day administration queries, including the implementation of all advice provided and the issuing of new policies.

General Enquiries

info@phoenix-wm.co.uk