Phoenix Wealth Services Limited

• 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

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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 Hide 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 Hide 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 Hide 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.

• Jonathan Richard Greaves

  IRN JRG01108

  • CF30 Customer (3 Oct 2011 to 31 Aug 2012)
• Jonathan Robson Pears

  IRN JRP01185

  • [FCA CF] Manager of certification employee (1 Sep 2022 to 18 Aug 2024)
  • SMF7 Group Entity Senior Manager (24 Apr 2020 to 1 Sep 2022)
• Joseph Neil Bevan

  IRN JNB01094

  • CF30 Customer (3 Sep 2010 to 17 May 2013)
• Joseph Peter Magee

  IRN JPM00042

  • CF30 Customer (3 Sep 2010 to 17 May 2013)
• Julian Nathan White

  IRN JNW00004

  • CF30 Customer (3 Sep 2010 to 28 Sep 2012)
• Julie Ann Williams

  IRN JAW01285

  • CF30 Customer (13 Oct 2011 to 31 Aug 2012)
• Julie Bloor

  IRN JXB00356

  • CF30 Customer (3 Sep 2010 to 16 Nov 2012)
• Julie Paul

  IRN JAP01149

  • CF30 Customer (3 Sep 2010 to 17 May 2013)
• Julie Scott

  IRN JXS02588

  • CF29 Significant management (4 Jun 2014 to 5 Dec 2014)
  • CF1 Director (11 May 2011 to 20 May 2014)
• Justin Dowen

  IRN JXD01608

  • CF30 Customer (29 Jun 2011 to 12 Apr 2013)

• EMC Advisory Services Limited (no longer appointed)

  FRN 650932 · Appointed 21 Oct 2014 · Until 5 Nov 2014

• Golden Charter Ltd (no longer appointed)

  FRN 498660 · Appointed 4 Aug 2014 · Until 1 Jul 2017

• PDV Ltd (no longer appointed)

  FRN 441032 · Appointed 24 Jun 2013 · Until 1 Jul 2017

• Pearl Customer Care Limited (no longer appointed)

  FRN 511945 · Appointed 7 Apr 2011 · Until 29 Aug 2014

• Phoenix Customer Care Limited (no longer appointed)

  FRN 415488 · Appointed 7 Feb 2011 · Until 29 Aug 2014

• West Bromwich Financial Planning Ltd (no longer appointed)

  FRN 452555 · Appointed 26 Aug 2010 · Until 8 Nov 2013

No changes recorded yet.