Phoenix Financial

Whole of Market Financial Advisers

Phone:  0141 330 9830 Fax: 0141 330 9831

Phoenix Financial is a trading style of Solicitors Financial Services (Central Scotland) Ltd is authorised and regulated by the Financial Conduct Authority.

We are entered on the FCA Register No 232377 at www.fca.org.uk/firms/systems-reporting/register  

Registered in Scotland No 191717.  Registered address: Suite 38, Alloa Business Centre, Whins Road, Alloa, FK10 3SA.

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A good financial adviser will work with you to develop a financial strategy that fits your financial circumstances and tailors a plan to accomplish your goals.  Although some people find that they are more comfortable doing their “own thing”, many people gladly turn over the details of developing a financial plan to an expert focused on their needs.

As an Independent Financial Advisers we want to look at your whole financial picture – all your income and liabilities. This complete picture of where you are financially enables me to draw a map from where you are to where you want to go. The main benefits to you are:

• The Big Picture –a comprehensive profile of your financial status. This profile will identify areas of strengths and weakness.
• An Unemotional Assessment – of what needs to be done.  Money is an emotional topic for many people, which often leads to bad decisions.
• Allocate Resources – it is likely you have competing priorities. I can help you allocate resources to achieve the right balance for you.
• Tax Implications – most investment decisions carry some type of short or long-term tax implication.
• Estate Planning – careful planning will help ensure that your estate passes to loved ones in a manner that protects as much of its value as possible.

Has your financial advice been missing  something….?