Why Phoenix ?


It is vitally important you speak to an Independent Adviser, not a bank employee or an insurance company agent.

We work for our clients and will search the whole of the market to get them the best deal.

We cover all areas of financial planning as you can see below….

FREE PENSION HEALTHCHECK

Crazy but true..most of us are unaware of ….
The VALUE of our pensions
The GROWTH of our pensions (if they are really growing at all)
WHERE our pensions are invested
What INCOME we will have in retirement
Contact us NOW to get some answers and TAKE CONTROL of your retirement.

LIFE AND CRITICAL ILLNESS COVER

Paying over the odds?
Have you got the most comprehensive cover?
Do you have the RIGHT plan for YOUR circumstances?

ACCIDENT, SICKNESS and INCOME PROTECTION

If unable to work could you live on measly state benefits?
Are you covered playing sports such as rugby or football?

INVESTMENTS and SAVINGS

Concerned about low interest Rates?
Paying too much tax?
Want to start some regular savings?

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Contact Us

Paul and Louise Davies
Phoenix Financial Solutions
2 Park Terrace
Trelewis
Mid Glamorgan
CF46 6BT
Office 01443 412504
Mobile 07807 806324