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.

• Michael Richard Jackson

  IRN MRJ01105

  • CF2 Non Executive Director (13 Jul 2016 to 1 Nov 2016)
• Michael Richard Moylan

  IRN MRM00022

  • CF30 Customer (3 Sep 2010 to 30 Jan 2012)
• Michael Rodney Peacock

  IRN MXP00040

  • CF30 Customer (3 Sep 2010 to 17 May 2013)
• Michael Shrimpton

  IRN MAS01609

  • CF29 Significant management (18 Apr 2016 to 1 Nov 2016)
• Michelle Angela Hollinshead

  IRN MAH01317

  • CF30 Customer (3 Sep 2010 to 27 Nov 2012)
• Michelle Dawn Street

  IRN MDC01131

  • CF30 Customer (3 Sep 2010 to 17 May 2013)
• Michelle Wilson

  IRN MXW56182

  • [FCA CF] Significant management (9 Dec 2019 to 31 Jan 2023)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 10 Sep 2021)
  • [FCA CF] Material risk taker (9 Dec 2019 to 16 Dec 2021)
• Milap Shah

  IRN MXS02427

  • CF30 Customer (15 Oct 2010 to 31 May 2013)
• Morag McGown

  IRN MXM00113

  • CF30 Customer (3 Sep 2010 to 17 May 2013)
• Nadeem Ghani

  IRN NXG01209

  • CF30 Customer (12 Jan 2011 to 24 Oct 2012)

• 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.