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.

• Peter Joseph Walsh Vinicombe

  IRN PJV00006

  • CF30 Customer (25 May 2011 to 8 Feb 2013)
• Peter Norman Lambert

  IRN PNL00006

  • CF30 Customer (28 Nov 2011 to 31 May 2013)
• Peter Trygve Tyson

  IRN PXT00272

  • [FCA CF] Manager of certification employee (since 1 Sep 2025)
• Peter Twigg

  IRN PDT01048

  • CF30 Customer (3 Sep 2010 to 15 Feb 2013)
• Peter Warwick Cottrell

  IRN PWC00016

  • CF30 Customer (3 Sep 2010 to 21 Jun 2013)
• Philip Bernard Smyth

  IRN PBS00006

  • CF30 Customer (21 Sep 2011 to 28 Sep 2012)
• Philip Howard Bladen

  IRN PHB00012

  • CF30 Customer (23 Sep 2011 to 31 Aug 2012)
• Philip John Burns

  IRN PJB00122

  • CF30 Customer (3 Sep 2010 to 31 May 2013)
• Philip Martyn Ashley

  IRN PMA00005

  • CF30 Customer (3 Sep 2010 to 31 Dec 2011)
• Philip Reilly

  IRN PAR01128

  • [FCA CF] Significant management (1 Sep 2021 to 2 Sep 2021)

• 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.