“I have been a Phoenix client for over 20 years, and would happily recommend them. In that time, they have managed my planning through a variety of life events, adapting it as needed, whilst protecting against market headwinds when they have occurred.
Although I consider myself financially literate, I know that trying to do so without the information and guidance I have received would have been very hard, and stressful. I feel understood and looked after. There is transparency, and the team are open about any challenges, but I have witnessed how hard they have worked to continually improve their services, whilst responses to questions (even the dumb ones) are friendly and speedy.
Looking forward to the next 20 years.”