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

Portfolio Management Services

Launched in 2006 the Phoenix Portfolio Management Service offers a totally unique investment proposition and client review service for clients. Our investment solution delivers clear consistent results for you as a client.

We use model portfolios built and managed in house by our specialist investment team, specifically tailored to each client and their attitude to investment risk.

Our investment approach is to outperform the benchmark with lower volatility at all risk levels whilst simultaneously providing clients with quarterly portfolio reviews. Our investment team monitor individual funds as well as overall portfolio performance on a daily basis, identifying under performing funds to be sold and selecting replacement funds from the same sector. You as clients, receive quarterly correspondence recommending either a switch or, if no fund changes have been suggested, asking for confirmation to re-balance the plan/s thereby bringing the investment/s back in line with the chosen attitude to risk.  

This facility is available for ISA’s, Investment Bonds, Unit Trust’s and all Pension products.