Fhoenix Estates Limited T/A Fhoenix Financial Services

Independent Financial Adviser 1b Birch Close Farm, Charlton Marshall, Blandford Forum, Dorset, DT11 9AJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
By prudent retirement and tax planning our clients are achieving their goals .
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Duncan Powell CFP
Director
Accreditations
Certified Financial Planner Chartered Financial Planner
Where to find us

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

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Compliance

you may view our privacy notice at

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