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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.

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Find out more about:

PMS

Portfolio Management Services

Investments

Investments

Mortgages

Mortgages

Protection

Pensions

Pensions

The Right Balance

Do your investments need a lift……….?

Achieving the right balance between flexibility and cost is a crucial part of our service, and we can offer various options and solutions to suit every type of client, whether new to investing or an experienced individual.


We can also tailor your fund portfolio to suit your investment needs and attitude to investment risk, including Lifestyling and our Portfolio Management Service.  


(NB) The products we typically offer advice on include ISA’s, Investment Bonds and Unit Trusts.


 Always remember that: