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.

• Vasilis Agathoclis Panteli

  IRN XVP01000

  • CF30 Customer (21 Oct 2011 to 17 May 2013)
• Vernon Charles

  IRN VXC00007

  • CF30 Customer (3 Apr 2012 to 17 May 2013)
• Victoria Bell

  IRN VLC00004

  • CF30 Customer (3 Sep 2010 to 17 May 2013)
• Victoria Flenk

  IRN VXF00040

  • [FCA CF] Significant management (since 4 Nov 2024)
• Vincent Michael David Fish

  IRN VMF00001

  • CF30 Customer (20 Sep 2011 to 10 Jan 2012)
• Vishal Dhirendra Vaja

  IRN VDV01000

  • CF30 Customer (13 Oct 2011 to 31 Aug 2012)
• Wendy Cunningham

  IRN WXC00076

  • [FCA CF] Manager of certification employee (since 29 Apr 2025)
  • [FCA CF] Significant management (since 1 Sep 2021)
• Wesley Dennis Fenby

  IRN WDF00006

  • CF30 Customer (3 Sep 2010 to 21 Sep 2012)
• Will Swift

  IRN WXS56200

  • [FCA CF] Significant management (since 1 Jan 2023)
• William David Melvyn Jones

  IRN WDJ01015

  • CF30 Customer (3 Sep 2010 to 30 Jun 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.