Phoenix Wealth Services Limited

Date authorised
1 April 2013
Companies House
02238458
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    10 Brindleyplace
    Birmingham
    B1 2JB
    UNITED KINGDOM
    Phone
    +4402035679100
    Web
    https://www.phoenixwealth.co.uk

  • Complaints Contact

    10 Brindleyplace
    Birmingham
    B1 2JB
    UNITED KINGDOM
    Phone
    +4402045596005

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

  • Trades With You Directly

    For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) that it operates

  • Runs Personal Pensions

    For Personal pension scheme

  • Investment Setup

    For Retail (Investment), Personal pension scheme, Rights to or interests in investments (Security)

    Show 2 limitations
    • · The firm is limited to dealing as a principal in investments, arranging (bringing about deals) in investments and making arrangements in investments in the rights under the scheme(s) it operates.
    • · Investment activity in "rights to or interests in investments (security)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Jennifer Hay

    IRN JXF01248

    • CF30 Customer (3 Sep 2010 to 16 Aug 2011)
  • Jennifer Helen Stevenson

    IRN JHM01085

    • CF30 Customer (28 Dec 2011 to 31 May 2013)
  • Jennifer Moore

    IRN JXM02691

    • CF30 Customer (3 Sep 2010 to 30 Jul 2012)
  • Jenny Isobel Holt

    IRN JXH14265

    • SMF1 Chief Executive (since 30 Jun 2025)
    • SMF3 Executive Director (since 30 Jun 2025)
    • [FCA CF] Manager of certification employee (29 May 2025 to 29 Jun 2025)
    • [FCA CF] Significant management (1 Oct 2024 to 28 May 2025)
  • Jenny Stark

    IRN JAB01480

    • CF30 Customer (3 Sep 2010 to 29 Oct 2010)
  • Jeremy John Paget

    IRN JJP00007

    • CF30 Customer (23 Mar 2011 to 30 Apr 2012)
  • Jeremy Matthew Findlay

    IRN JMF00031

    • CF30 Customer (7 Jul 2011 to 31 Dec 2012)
  • Jill Beary

    IRN JXB03778

    • [FCA CF] Significant management (8 May 2024 to 31 Mar 2026)
  • Jillian Caron Robinson

    IRN JCR01105

    • CF30 Customer (9 Dec 2011 to 17 May 2013)
  • Jimmi Lee Jones

    IRN JXJ01302

    • CF30 Customer (16 Nov 2011 to 31 Dec 2012)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.