About Our firm

Phoenix Wealth Management LLP is a private client practice founded on the principle of providing a truly bespoke service for individuals for whom excellence is a pre-requisite. We provide a holistic wealth management service, developing long-term relationships with our clients and providing for all of their financial needs. Based in the City of London, we have a second office in Berkshire to cover the Home Counties.

We believe that the highest quality advice comes from the most highly qualified individuals and that the key to this is having specialisations in different areas within the practice. However, we accept that there will be occasions when it is advisable for our clients to use the services of external experts, particularly in highly complex areas such as trust law, accountancy and investment banking. To this end we have developed relationships with a number of top City firms to whom we can introduce clients when required. The benefit of this is that the client deals with one person at all times, namely their adviser who knows their situation and can co-ordinate all of their financial decisions, whilst the advice is always of the highest quality.

Specialisations within the practice include:

•Portfolio construction and management, both on-shore and off-shore
•Risk profiling and management
•Ethical and "green" investments
•Estate preservation, including inheritance tax planning and trust work
•Pre- and post-retirement planning, including phased retirement and pension fund withdrawal
•Private banking, both on-shore and off-shore
•Advice to companies, including employee benefits, corporate structuring and directors' benefits
•Personal and business protection, including key-man insurance and shareholder/partnership protection

Please note that this website is intended for the clients and prospective clients of Phoenix Wealth Management LLP only. As a specialised practice that seeks to provide high quality advice to a limited number of individuals (in order to maintain a high level of service), we will usually only consider taking on new clients that approach us from known sources, typically approved introducers and existing clients. By limiting the number of clients with which we are dealing, we are able to ensure that those clients continue to benefit from the very best that we can offer rather than a merely acceptable level of wealth management.