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.

 

The team at Phoenix

Colin Macdonald
Colin
Macdonald

Colin Macdonald

01505 325900

About Colin

Director/Independent Financial Adviser

Steven Fraser
Steven
Fraser

Steven Fraser

01505 325900

About Steven

Independent Financial Adviser

Lynne Nicol
Lynne
Nicol

Lynne Nicol

01505 325900

About Lynne

Practice Manager

Josh Kinning
Josh
Kinning

Josh Kinning

01505 325900

About Josh

Mortgage Adviser

Angela Galloway
Angela
Galloway

Angela Galloway

01505 325900

About Angela

Paraplanner

Jeni  Dakin
Jeni
Dakin
Heather Law
Heather
Law

Heather Law

01505 325900

About Heather

Senior Financial Administrator

Rhys Kinning
Rhys
Kinning

Rhys Kinning

01505 325900

About Rhys

Financial Administrator 

Katie Macdonald
Katie
Macdonald

Katie Macdonald

01505 325900

About Katie

Finance Director

Sharon Macdonald
Sharon
Macdonald

Sharon Macdonald

01505 325900

About Sharon

Company Secretary/Director

Want to know more?

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