Phoenix Wealth Solutions Limited
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
6
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- RK
Rhys Kinning
Financial Administrator · Finance & Accounting
EmailPhone - CM
Colin MacDonald
Independent Financial Advisor · Finance & Accounting
EmailPhone - JK
Josh Kinning
Independent Financial Adviser Dippfs · Finance & Accounting
EmailPhone - LN
Lynne Nicol
Practice Manager · Operations
EmailPhone - SF
Steven Fraser
Independent Financial Advisor · Finance & Accounting
EmailPhone - AG
Angela Galloway
Paraplanner · Finance & Accounting
EmailPhone - JD
Jeni Dakin
Paraplanner · Finance & Accounting
EmailPhone
Showing 7 of 7 verified contacts
Top roles at Phoenix Wealth Solutions Limited
5 distinct titles indexed · top 5 shown.
- 2independent financial advisor
- 2paraplanner
- 1financial administrator
- 1independent financial adviser dippfs
- 1practice manager
Sign up to unlock all 7 contacts at Phoenix Wealth Solutions Limited
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Phoenix Wealth Solutions Limited
7-day trial · no credit card · cancel anytime · only pay for verified records.
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