Benefits of Planning

Email Us

Phoenix Financial

Whole of Market Financial Advisers

Phone: 0141 330 9830 Fax: 0141 330 9831

Home Benefits of Planning Comprehensive Advice About Phoenix Financial Contact Us

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.

Find out more about:

P o r t f o l i o M a n a g e m e n t S e r v i c e s

I n v e s t m e n t s

M o r t g a g e s

P r o t e c t i o n

P e n s i o n s

Financial Planning

By undertaking a comprehensive fact find and need analysis with you, we provide a financial plan that details my findings and provides a blueprint to reach your goals.

When dealing with the interaction of various complex financial products, professional help can be invaluable. Common areas where we provide expert help include:

Pensions. Whether you are planning for your retirement or you are at retirement it is vital that you have the correct product with the correct investment strategy to achieve your goals and ensure you are as financially comfortable when your actually retire. Also, do you know what existing provision you have and what it is actually doing for you? Often, it is beneficial to switch or transfer your pension plan to give you the peace of mind that it is actually being managed properly for you.
Mortgages. This is the largest financial transaction most people will undertake. With several hundred products on the market, independent impartial advice is essential, especially when the deal being offered by your own bank may not be the best one that suits your circumstances.
Protection. Life assurance, critical illness, and income protection can all be complex products, with many exclusions. Another complex area that requires proper planning and advice to ensure you have the correct cover in place for anything that may happen, whether it is to pay off your mortgage, protect your family financially or replace your income in the event of death, serious illness or injury.
Investments. As with Pensions, it is essential that the correct planning and research is done to ensure the product you invest in is the right one for you, both for tax implications and the most suitable portfolio that suits your investment risk.

Investments Mortgages Protection Pensions PMS

Auto-Enrolment