Phoenix Wealth Management Ltd

Phoenix Wealth Management is a private client practice founded on the principle of providing a truly bespoke service to individuals for whom excellence is a pre-requisite. We provide a holistic Financial Planning and Wealth Management service, developing long-term relationships with our clients and advising on all of their financial needs. We have offices in Witney, Oxfordshire and the City of London. We believe that financial planning is an on-going process because people's circumstances and objectives change, tax regulations change and investment markets change. We build long term relationships with our clients to ensure that changes are factored into financial plans and to assist them in achieving their lifestyle and financial goals. We are truly independent with no external shareholders. This allows us access to the full range of financial planning solutions with in-house expertise in core areas such as Pension & Investment planning working alongside specialists in Estate Planning, Long Term Care together with Cashflow and Retirement Income modelling.