Fhoenix Estates Limited T/A Fhoenix Financial Services

Independent Financial Adviser 1b Birch Close Farm, Charlton Marshall, Blandford Forum, Dorset, DT11 9AJ
Response rating
FCA verified
13th August 2018
Achieving ISO9001, ensures, all our clients receive the same high standard processes and controls in advising on their financial planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group life insurance
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Long term care
Meet our advisers
Duncan Powell CFP
Chartered Financial Planner Certified Financial Planner
Where to find us
About us

We are a Chartered Financial Planning company, accredited with ISO9001 for our processes and controls. This ensures that all clients receive the same level of service.

We work closely with our clients offering a full Financial Planning Service. Not only do we provide advice on Investments and Inheritance Tax Planning, but we also provide specialist advice to clients approaching Retirement, in Retirement, and those clients who require specialist Long Term Care Fees advice.

Our services

When you engage our services you will receive a comprehensive report detailing our recommendations and research that we have carried out in providing you with advice.

Clients have commented on the clarity and ease of understanding of our reports and fully understand our recommendations

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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