Phoenix Invest Ltd offers a broad range of financial services:

We have been successfully advising clients for over a quarter of a century.

We are significantly different to other advisers.

We are experts in our specialised fields, monitor the markets and keep up with all the new products which come onto the market so we can offer you clear and concise advise.

We offer excellent on-line access to your account which allows us to manage your money, review your policies etc all in one place and whenever you wish.

Historically, Discretionary Fund Management has only been available to Financial Institutions or the “super wealthy” but we use some of the best discretionary investment managers in the UK and have arranged for our clients* to benefit from this service no matter how much or little they have to invest.

What changes and surprises are around the corner can never be predicted – but they can be planned for.

Phoenix Invest Ltd take the chore out of Financial Planning, remove the sometime baffling terms and ensure you end up with the best advice.

Pensions, life assurance, planning for school or university fees, investments, a house move or long awaited cruise all require planning and advice. The plans you make now may well need to change in the future to take account of a change in circumstances and that’s where a good relationship with an independent financial adviser who cares and understands your personal needs is an invaluable asset.

At Phoenix Invest Ltd, we don’t claim to be able to see into the future – but to our clients, we offer the next best thing: regular, expert financial planning.

We offer a free consultation, of up to one hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

*Where appropriate