Welcome to Phoenix Financial Solutions

We are a family run firm of Independent Financial Advisers and Estate Planners based in South Wales but with clients nationwide.

We are fully qualified and have over 14 years experience in offering Financial Advice to individuals and companies.

We work on a no obligation basis and our first meeting will be free of charge.

Our aim is to be a financial one stop shop – working closely with Accountants, Solicitors, Debt Advisers and Estate Agents. Whatever your enquiry the chances are we can help.

We can meet with you in the comfort of your own home, at a day or time that suits you.

We have a growing bank of clients as a result of personal recommendations from existing satisfied clients – something we are very proud of.

We are proud sponsors of Treharris Phoenix RFC and Ynysowen Mini and Juniors RFC.

We hope you find the following pages informative, if you have a question or need some advice please do get in touch – nothing is too big or too small for us and we will welcome your enquiry.