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Phoenix Financial Services UK Ltd

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Phoenix Financial Services UK Ltd

Overview:

Operating from our offices in Winsford and Sale, we offer holistic financial advice, aligned precisely with the needs of our clients.

The principal services that we offer are

Investments
Savings
Pensions and Retirement Planning
Mortgages
Protection
Equity Release
Long Term Care
Trusts and Estate Planning

Our first consultation with you is free. Prior to undertaking any work, we will explain to you the costs of our services.

The Financial Conduct Authority does not regulate Trusts, some forms of Estate Planning and some forms of Mortgage. Broker fees may be payable for mortgage advice. These would typically be £200. However, we will discuss your payment options with you and confirm the actual amount payable before we begin to provide our services. To understand the features and risks of Equity Release, ask for a personalised illustration.

History:

Founded in 2003, we are Independent Financial Advisers with over 50 years experience in Financial Services.

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