Financial Index › IFA Index › Phoenix Financial Advisers Limited
Phoenix Financial Advisers Limited
IFA Financial Advisers · Sandbach, Rest of UK · Est. 2018
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Company Registration Details
| Registered company name | Phoenix Financial Advisers Limited |
| Companies House number | 11712189 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | C/O Knight Brown Accountants 3 Crewe Road, CW11 4NE |
| City / Region | Sandbach, Rest of UK |
| Date incorporated | 2018 |
| Years trading | 8 years |
| CH status | Active |
| Specialism | Recorded activity: 66220 (activities of insurance agents and brokers) |
| Index status | Claim this listing → |
About Phoenix Financial Advisers Limited
Incorporated in 2018, Phoenix Financial Advisers Limited is an established firm with 8 years of trading history. The company has built its practice during a period of significant evolution in the UK financial services market and continues to operate as an active registered company.
the UK accounts for 152 of the 1663 ifa financial advisers tracked on this index.
Check both firm and adviser on the register; individual advisers appear with their own reference numbers.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advisers must hold a minimum Level 4 qualification and agree charges with clients before work begins.
The protections around regulated advice, Ombudsman and FSCS, are the reason authorisation checks matter first.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
Other IFA Financial Advisers in Sandbach
| Financial Solutions (Cheshire) LimitedSandbach · Est. 2003 | View → |
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Phoenix Financial Advisers Limited or any firm listed. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.