Phoenix Financial Solutions - Swansea

Introduction to Phoenix Financial Solutions

Phoenix Financial Solutions, located in Swansea, Wales, is presented as a dedicated financial planning entity focused on delivering tailored financial strategies and guidance to its clientele. While specific details on the full scope of their services beyond 'Financial planner' are limited in the provided information, their core offering appears centered around helping individuals and potentially businesses navigate complex financial matters. The company aims to provide clarity and strategic direction, likely encompassing areas such as retirement planning, investment advice, budgeting, and overall financial goal setting.

Location and Accessibility

Phoenix Financial Solutions operates from 995 Gorseinon Rd, Penllergaer, Swansea SA4 9RU, United Kingdom. This Swansea-based location places them within the Gorseinon area, contributing to their community presence. The company is situated in the SA4 postcode region, part of Swansea's broader urban fabric. For individuals seeking to visit the office or needing face-to-face consultations, the Swansea location is a key piece of practical information. The company has made provisions for accessibility, ensuring that their premises are welcoming to everyone. Specifically, the facility features a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet alongside general toilet facilities. These features are crucial for promoting inclusivity and ensuring that all clients, regardless of physical ability, can access the services offered without barriers. This commitment to accessibility reflects a consideration for diverse client needs.

Core Service Offerings

The primary expertise highlighted for Phoenix Financial Solutions is their role as a Financial Planner. This suggests their main service revolves around providing personalized financial advice. Financial planning is a comprehensive process that typically involves understanding an individual's current financial situation, defining their short-term and long-term goals, assessing risk tolerance, and developing a roadmap to achieve financial security. This might include managing assets, planning for retirement, tax planning, insurance needs assessment, estate planning, and creating sustainable investment strategies. Clients typically seek a financial planner to act as a strategic partner, helping them make informed decisions aligned with their unique circumstances and aspirations.

Client Experience and Engagement

When considering engaging with Phoenix Financial Solutions, potential clients might explore various avenues. While direct contact information is provided via phone at 1792222570 and a website link is included (though the URL itself is not specified in the details), the digital footprint offers another layer of interaction. The current state of online reviews is noteworthy: the company has 0 reviews listed on Google My Business, and the average rating stands at 0/5. While the absence of reviews could be due to recent establishment or client confidentiality, the lack of feedback makes it difficult to gauge client satisfaction or service quality from a third-party perspective. This absence means potential clients must rely more heavily on direct inquiries, testimonials (if available through other channels), or the company's reputation within their professional network before committing to their services.

Why Choose Phoenix Financial Solutions

Several factors might influence a decision to work with Phoenix Financial Solutions:

• Accessibility Features: Their physical location offers wheelchair access to the car park, entrance, and toilet, ensuring the facility is usable by people with disabilities.
• Local Presence: Being situated in Swansea allows for local engagement and direct service provision within the community.
• Specialized Focus: Their declared expertise as a Financial Planner suggests a dedication to the core function of providing personalized financial guidance and strategy development.
• Direct Contact: The provided phone number facilitates direct communication for inquiries or appointments.
• Comprehensive Planning: Financial planning services typically offer a holistic approach, addressing multiple aspects of a client's financial life.

However, potential clients should carefully consider the current lack of online reviews and direct feedback. Engaging in a preliminary consultation might provide a better sense of the service quality and the planner's compatibility before committing to a long-term financial relationship. The quality of advice, the depth of the financial planning process, and the overall client support experience are areas that could be further explored through direct interaction.

Conclusion

Phoenix Financial Solutions presents itself as a financial planning service provider operating from Swansea, UK. Key information includes their physical address in Penllergaer, contact details (phone number provided), their core expertise in financial planning, and notable accessibility features for their premises. While they lack an online presence with reviews or a specified website URL, their focus on providing tailored financial strategies and their commitment to physical accessibility remain important points for potential clients to consider. For those seeking financial guidance or looking to understand their financial future, Phoenix Financial Solutions offers a service aimed at providing strategic direction and support through the complexities of personal finance.