Welcome to Phoenix Financial Services (UK) Limited
Founded in 2003, we are Independent Financial Advisers with over 65 years combined experience in Financial Services.
Operating from our offices in Sandbach and Sale, we offer holistic financial advice, aligned precisely with the needs of our clients. We have in excess of 350 active investment clients, with funds under management of circa £50m (November 2019)
The principal services that we offer are:
- Pensions & Retirement Planning
- 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.