We build bespoke cashflow plans for the employees of Phoenix Group. We are the only regulated advice service available via Phoenix flexible benefits that can be paid for from pre-tax income. We help you to visualise your financial future and plan what you need to save into your Phoenix pension, Save As You Earn, Share Incentive Plan and workplace ISA to make the future secure.
We have been working with Phoenix staff for over 15 years and know your employee benefits inside out. We have worked with employees like you at every stage of life and have guided some of you into retirement.
What People Say
” I have known Matt as an adviser for many years but more recently he and the team have been instrumental in helping me to plan my retirement. I am shortly due to finish work at Phoenix and feel confident in my future thanks to the cashflow plan I have in place.” – Phoenix Employee
Get in Touch
We also offer an extended ongoing financial planning service through the main company for those that need it. If you have any questions about our services, please contact us here: