We celebrated our 20th year anniversary in 2021 and our aim remains consistent – to help individuals and businesses to achieve their financial goals.
Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take.
Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
In August 2024, we completed the Mighty Hike, a full Marathon along the Rob Roy Way to raise vital funds for people living with cancer.
We have raised £2500 and with our pledge, we could pay for a Macmillan Support Worker for 2-3 weeks, who could provide emotional, practical and financial advice to someone affected by cancer.
For those Prudential investors, please click the following link to view the latest UPA Announcements
Call us for a friendly chat on 01505 325900 or email: admin@phoenixwealthsolutions.com