Phoenix Financial Planning Ltd.


Are you concerned about making the best use of your financial resources so that you can plan for the future? Phoenix Financial Planning Ltd. is committed to providing specialised financial advice, tailored to your own particular circumstances.

All of our consultants are professionally qualified by examination and experience to give financial advice.


Why not let us give you a FREE Financial Healthcheck?

Our consultants are available for personal interviews, offering advice and information on all aspects of financial planning. This includes pension retirement councelling, savings and investments, income protection, life insurance and mortgages. All interviews will be held in the strictest confidence. There is no obligation and the initial consultation is FREE of charge.


About us

Phoenix Financial Planning Limited was established in 1999 by several advisers who previously worked together for an a large international life office. We have a core of highly qualified advisers and have progressed so that each one has their own specialist area.

Our advisers have excellent general knowledge around financial planning and research on their areas of expertise whether that be pensions, mortgages, investments pure protection. This enables Phoenix Financial Planning to offer expert advice in specific areas.

We can provide in depth knowledge and advice on pensions, investments, income protection, life insurance and mortgages/loans.


Advisers at Phoenix deal with Corporate clients right from arranging business set ups to regular financial advice meetings.

We are specialists in auto enrolment advice and flexbenefit systems.

Our advisers arrange and monitor group pensions / group life/group critical illness plans and business continuity plans.


We deal with all aspects of personal financial planning. From general insurance to major investments.

Meetings can be held :-

at our Offices, at your home or at your workplace.

Our on going service proposition means that we have a long term relationship with our clients to ensure that the advice you need is available and suitable whenever you need it.



  • Life cover.
  • Income protection.
  • Lump sum investments.
  • Personal loans.
  • Personal Pensions.
  • Critical illness (stakeholder).
  • Savings plans.
  • Mortgages.
  • Loan protection.
  • Will preparation.
  • Household insurance.
  • Estate Planning.
  • Inheritance Tax Planning.
  • Leasing Service.
  • Household Insurance.
  • Sports Club Combined Insurance..










  • Auto enrolment Advice.
  • Flex benefit system.
  • Group pensions.
  • Corporate Insurances - Life and Critical Illness Cover/Partnership Protection/Key Person.
  • Business continuity plans.
  • Death in Service Benefits.
  • Also Company set up and financial Planning from Outset.
  • Raising Finance.