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Phoenix Financial


Whole of Market Financial Advisers


Phone:  0141 330 9830 Fax: 0141 330 9831

 

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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

We deliver excellence by employing skilled people, resources and empirical research.

Our advisers are highly qualified, multi-disciplined individuals who embrace professional competence based on ethical codes of conduct

When implementing your financial planning strategy we deliver sensible wealth management advice where you can look to enhance your capital returns, reduce taxes and transaction costs and manage financial risk more effectively.

Typically this involves providing financial advice in the areas such as cash flow, risk management, investment planning, retirement planning, tax planning, estate and succession planning and debt management

Phoenix Financial joined the SFS group in October 2014 and in itself has a wealth of knowledge and experience in all areas of financial planning.

Solicitors Financial Services (Central Scotland) Ltd has been established and trading in Scotland since 2003.  In that time, it have built a reputation for excellence in financial advice.

The key focus for our team is to ensure that, as we grow and develop the practice, we will safeguard the levels of service that our clients have come to expect and enjoy.

We believe that our core values are key to fostering a long and fruitful relationship with our clients




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