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Phoenix Wealth Solutions Limited

Financial Services
  • Katie Macdonald LLB Graduate University of Strathclyde | Diploma in Professional Legal Practice Student at University of Glasgow (Current) | Future trainee solicitor at Aberdein Considine
    • Glengarnock, Scotland, United Kingdom
    • Rising Star
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    Steven Fraser DipPFS Independent Financial Advisor
    • Bishopton, Scotland, United Kingdom
    • Rising Star
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    Colin Macdonald Director at Phoenix
    • Johnstone, Scotland, United Kingdom
    • Rising Star
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    Rhys Kinning Financial Administrator at Phoenix Wealth Solutions Limited
    • Rising Star
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  • Josh Kinning Financial Adviser for Phoenix Wealth Solutions Limited
    • Johnstone, Scotland, United Kingdom
    • Rising Star
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Overview

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.