Fhoenix Financial Services are independent financial advisers who have “been helping clients identify opportunities and achieve their potential for over 10 years”.
Based in the South West of England and winning various awards helps to set Fhoenix apart from the abundance of financial advisers in the UK. They achieved the ‘International Standards Organisation’ in 2001 and 2008, and were awarded the prestigious ‘Chartered Financial Planners’ title by the Chartered Insurance Institute in 2011, proving they know their sector.
Offering two levels of provision, Fhoenix Financial Services can assist you with the more complex and individual needs on a specialist fee basis, or provide you with their general practitioner service, handling your personal protection, savings and retirement requirements. Fhoenix’s representatives will meet you at a place convenient to you, ensuring that you are comfortable with the planning process and charging structure. They want to portray to you their ideals of service, quality and efficiency with over 100 years of collective experience.
- Long Term Care
- Wealth Preservation
- Independent Advice
- Savings and Investments
Once you have discovered the knowledge and expertise that Fhoenix Financial Services possess, you will find that there will be a plan to suit your present and future needs.
Fhoenix Financial Services is one of our longer standing clients, and have been with us since early autumn last year. We are proud to have received a glorious testimonial from them for our telephone answering service to date:-
“Our customers have asked whether we have employed new staff as ‘the new receptionist you have on board is very professional and courteous'. We, at Fhoenix Financial Services, are happy in the knowledge that no calls are missed and that we have a dedicated PA for our company, which we feel gives a personal touch and continuity of service for when our clients call up. We couldn`t have chosen a better PA Service to represent the company, and we would highly recommend any business use Face For Business’ call handling and telephone answering service”.