About Us

Established in 2001, the team at Phoenix has many years’ experience providing practical financial planning advice to people, families and businesses in the west of Scotland and beyond.

We provide advice across a wide range of services including retirement planning, investments,mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.

At Phoenix, we pride ourselves on the friendly and approachable nature of our advisers and staff, focusing solely on the best interests of our clients.

 

Colin Macdonald
Colin
Macdonald

Colin Macdonald

01505 325900

About Colin

Director/Independent Financial Adviser

Mike Vallery
Mike
Vallery

Mike Vallery

01505 325900

About Mike

Paraplanner

Josh Kinning
Josh
Kinning

Josh Kinning

01505 325900

About Josh

Mortgage Adviser

Heather Law
Heather
Law

Heather Law

01505 325900

About Heather

Senior Financial Administrator

Want to know more?

Call us for a friendly chat on 01505 325900 or email: admin@phoenixwealthsolutions.com