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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.
© All Rights Reserved
We provide a high quality, personalised, multi-disciplined service incorporating life planning, financial planning and wealth management advice.
We will provide access to all your information, fully up-to-date, wherever you need it, on your computer, laptop, tablet or smartphone.
In this way we support you in improving your overall quality of life by reaching a balance between living well today and planning for the future
Our Advisers are highly experienced in giving clear and consistent information and advice. This is supplemented by our own publications designed to explain all aspects of the financial products we recommend
We believe that the most appropriate way for the client / adviser relationship to function is by putting the client’s needs first. To that end, our consultation process brings more of “you” into your financial plan and looks at the “bigger picture”.
Specifically, we ensure that we:
- Define your needs and aspirations through sophisticated Financial Life Planning
- Establish your current financial status and support you in becoming more financially organised
- Develop an improved financial strategy to achieve your personal goals through Financial Planning
Our approach to financial planning…
…prepares you for the road ahead…
