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Welcome to Fhoenix Financial Services

We are Independent Financial Planners and Advisers and have been helping clients identify opportunities and achieve their potential for over 10 years. In January 2010 we achieved the International Standards Organisation (ISO) 9001:2008 and in 2011 we were awarded the prestigious Chartered Financial Planners title by the Chartered Insurance Institute. From our base in Blandford in Dorset our team of highly motivated staff, provide a high level of skills and experience to businesses and private clients in the south of England

We offer two levels of service:
• A specialist Fee Based service which deals with your more complex needs
• A General Practitioner service which handles personal protection, savings and retirement issues.

Whatever your situation, we believe in a professional, personal and high quality service, designed to meet your requirements at a reasonable cost.
Download a copy of our Prospectus by clicking on the Library tab for more details.


Call us now on 0800 975 7407






 
Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. 5067028.

Registered Office:
1b Birch Close Farm, Charlton Marshall, Blandford Forum, Dorset. DT11 9AJ

FSA Firm Number: 428814




The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 428814


 
1b Birch Close Farm, Charlton Marshall, Blandford Forum, Dorset. DT11 9AJ