Fhoenix Estates Limited T/A Fhoenix Financial Services

Independent Financial Adviser  1b Birch Close Farm, Dorset, DT11 9AJ
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FCA authorised
Last authorised 1st March 2021
By prudent retirement and tax planning our clients are achieving their goals .
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Long term care
Meet our advisers
MR Duncan Powell CFP
Director
About us

We are a Chartered Financial Planning company, accredited with ISO9001-2015 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

Due to our qualifications earnt, we also carry out work Pension Transfer Advice for other IFA's

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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