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PHOENIX

What We Do

Our Approach

To us, effective financial planning has to generate three key outcomes:
We will discuss your needs at outset, and whether the financial plan needs to accommodate just you, as an individual or couple, or a larger family group, up to and including ‘family office’-style multi-generational planning.

Whatever service you require, we will deliver it with you at the centre of everything that we do, and with the personal touch that you would want for something that matters so much to you and your loved ones.

Our Corporate Social Responsibility

As a business, we take our responsibilities to the environment and wider society very seriously.


We maintain a constant focus on reducing our carbon footprint as much as possible. In addition, each year we invest in gold standard projects with the help of myclimate in Zurich to offset our footprint entirely, with projects focused in some of the poorest areas of the world, where the money spent can have an added social advantage of providing opportunity to the local population.


We support a number of charities each year, either directly or through sponsoring members of the team in their various endeavours, as well as providing them with the option to take paid time off to carry out charitable work.

Our Corporate Social Responsibility

As a business, we take our responsibilities to the environment and wider society very seriously.

We focus on continuing to reduce our carbon footprint, having already reduced it by xx% since 2019. In addition, each year we invest in gold standard projects with the help of myclimate in Zurich to offset our footprint entirely, with projects focused in some of the poorest areas of the world, where the money spent can have an added social advantage of providing opportunity to the local population.

We support a number of charities each year, either directly or through sponsoring members of the team in their various endeavours, as well as providing them with the option to take paid time off to carry out charitable work.

Latest CSR News

promoting the circular economy in romania
Climate

Promoting the circular economy

Details of a project that we have funded to promote recycling in Romania as part of offsetting our carbon footprint.

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waste into biogas in vietnam
Climate

Transforming waste into biogas

Details of a project that we have funded to generate clean energy in Vietnam as part of offsetting our carbon footprint.

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carbon neutral
Climate

We are carbon neutral again – or are we?

The details of our latest carbon audit and a technical change to how we are labelled as a company.

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thames path challenge 2022
Charity

Doing the Thames Path Challenge 2022

A family member of one of our team is doing the Thames Path Challenge to raise money for Cancer Research.

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walk to beat cancer
Charity

Supporting the Walk To Beat Cancer

A member of our team and their husband has organised a charity walk for Cancer Research.

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just do 70
Charity

Harrison’s Charity Bike Ride update

An update on the fantastic amount raised and a final chance to donate to a fabulous cause.

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