Phoenix Wealth Services Limited

Name: Phoenix Wealth Services Limited
Address: 10 Brindleyplace, Birmingham, B1 2JB, GB
Telephone: 0345 122 3007
Price range: $$
Rating: 4.7

aka Phoenix Wealth, Phoenix Wealth Services Limited

Authorised FRN 465753 4.7 (3)

About

Phoenix Wealth is part of Phoenix Group Holdings, a FTSE 100 company. Enter for access to our Online services and information about existing products.

Source: phoenixwealth.co.uk

Contact & Location

Address

Bristol BS99 1DR, UK

More advisers in Birmingham

Phone

0345 122 3007

Website

phoenixwealth.co.uk

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Opening Hours

Monday8:30 AM – 5:30 PM

Tuesday8:30 AM – 5:30 PM

Wednesday8:30 AM – 5:30 PM

Thursday8:30 AM – 5:30 PM

Friday8:30 AM – 5:30 PM

SaturdayClosed

SundayClosed

Specialisms

Investments Pensions

Regulatory Information

FRN: 465753
Status: Authorised
Date Authorised: 4 June 2007
Years Authorised: 18 years
Regulator: FCA
Disciplinary Record: Disciplinary History

FCA Permissions (5)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Making arrangements with a view to transactions in investments
✓Establishing/operating/winding up a personal pension scheme
✓Dealing in investments as principal
✓Arranging (bringing about) deals in investments

Companies House

Company Number: 02238458
Company Status: Active
Incorporation Date: 31 March 1988
Directors: 2
Accounts Category: Small
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (20)

David Nicholas Woollett
Approved
Colin Williams
Approved
Yvonne Collins
Approved
Vanessa Swanton
ApprovedCertified
Arlene Cairns
ApprovedCertified
Nicolaos Andreas Nicandrou
ApprovedCertified
Andrew David Briggs
ApprovedCertified
Jacqueline Dorothy Mary Noakes
ApprovedCertified
Jenny Isobel Holt
ApprovedCertified
Will Swift
ApprovedCertified
Sara Thompson
ApprovedCertified
Amy Madden
Certified
Allard Walker
Certified
Michael David Reed-Smith
Certified
Allison Fower
Certified
Victoria Flenk
Certified
Joanne Szulikowski
Certified
Derek Pinches
Certified
Gillian Bellshaw
Certified
Leona Taylor
Certified

Google Reviews

4.7

3 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Birmingham, West Midlands
18 years FCA-authorised
20 registered individuals
2 specialisms
5 FCA permissions
CH 02238458

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.