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.

  • Andrew Peter Gaynor

    IRN APG01096

    • CF30 Customer (19 Dec 2011 to 17 May 2013)
  • Andrew Robert Jones

    IRN ARJ00008

    • CF30 Customer (3 Sep 2010 to 2 Aug 2013)
  • Andrew Smith

    IRN AXS02337

    • CF30 Customer (13 Oct 2011 to 28 May 2012)
  • Andrew Tideswell

    IRN AXT01341

    • CF30 Customer (3 Sep 2010 to 31 May 2013)
  • Andrew Winchester Priest

    IRN AWP00007

    • CF30 Customer (3 Sep 2010 to 31 May 2013)
  • Andrew Young

    IRN AXY00033

    • [FCA CF] Significant management (23 Mar 2021 to 14 Jul 2022)
    • [FCA CF] Client dealing (23 Mar 2021 to 14 Jul 2022)
    • [FCA CF] Manager of certification employee (23 Mar 2021 to 14 Jul 2022)
  • Andy White

    IRN AXW56186

    • [FCA CF] Significant management (16 Apr 2021 to 30 Jun 2023)
    • [FCA CF] Material risk taker (16 Apr 2021 to 16 Dec 2021)
  • Angela Byrne

    IRN AXB00355

    • SMF9 Chair of the Governing Body (since 1 Apr 2026)
    • SMF3 Executive Director (since 1 Apr 2026)
    • [FCA CF] Significant management (25 Feb 2026 to 31 Mar 2026)
    • [FCA CF] Manager of certification employee (22 Jan 2026 to 31 Mar 2026)
  • Angela Cuthbert

    IRN AXC02136

    • CF30 Customer (3 Sep 2010 to 31 May 2011)
  • Angela Davidson

    IRN AXT01596

    • CF30 Customer (3 Sep 2010 to 12 Apr 2013)
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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.