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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.
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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….?