Founder, Managing Director and Chartered Financial Planner

Financial Planner

Financial Planner

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.

Investment Analyst

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

Research Manager

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.

Marinela’s Title

Marinela’s bio goes here

Head of Customer Services

Daiva oversees the administration function within both Phoenix Wealth Management and our sister company, Phoenix Temple Wealth Management

Sales Administrator

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

Paraplanner

Denie is responsible for providing research support to the financial planners

P.A. to the Directors