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Phoenix IFA

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Phoenix IFA

Overview:

Our track record speaks for itself, but we're not blasé and you shouldn't be either. Your financial security is important and something we take seriously and along with plain speaking,down-to-earth facts, minimal jargon and a listening ear.

We will only ever recommend something if we're sure it's the correct solution. After all, we want our clients to be happy. If customers are satisfied with the service, they may tell their friends or family and so it follows, in the long term, everybody benefits.

Put simply, we treat others the way we ourselves want to be treated.

You may decide it's time to take stock of your life - and your finances. After all, your financial well being plays a part in almost everything you do, or look forward to doing in the future.

You've worked hard for your money, so why not let us aim to make the most of it.

Successful financial planning depends as much upon opinion and feeling as it does upon fact - not only by the vast range of options and plans, but also by the need to balance the needs of …
Tax Planning.
Family Income Planning.
Family Protection.
Retirement Planning.
Pensions.
Life Assurance.
Health Insurance/Illness Protection.
Investments - aim to make your money work harder.
Mortgages.
Savings.
Estate Planning - how to mitigate InheritanceTax.
Long-term Care Provision.

Our first task as Independent Financial Advisers is to review your current position, to reassure you if the products you may already have ( i.e. personal insurance's and covers, savings accounts, etc) are still relevant and suitable to meet your current needs and circumstances, or, conversely, offer suggestions if those products are no longer suitable.

Our team (all of whom are highly qualified and regularly updated in financial consultancy) will aim to guide you through the maze of products and services. Furthermore, through regular contact, Phoenix will endeavor to stay-up-to-date on the changes in your circumstances of their own volition making you aware of other matters which may from time to time have to be taken into account.

Our fee - you have a choice of either paying a fee for our professional services or commission for each product sold. Naturally, we will, at all times provide you with a written fee quote and /or disclose in advance the commission payable. But, in our experience, most people don't mind paying if they genuinely believe that they have received a first rate job and that's what we at Phoenix strive to achieve at highly competitive rates thanks to the The Phoenix Factor -' A fresh approach to best advice.'

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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