Phoenix Finance

Reference number: 302707

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When phoenix-finance.co.uk first appeared online, and whether it can receive email
  • What kind of line 01292 313224 is
  • Who else gives the postcode KA10 7DW
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FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Assisting in the administration and performance of a contract of insurance
  • Credit Broking
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • Not permitted to canvass off trade premises
    The firm is not permitted to canvass regulated borrower-lender-supplier agreements or regulated consumer hire agreements off trade premises

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Phoenix Finance’s history from the FCA register and Companies House, newest first.

Key events (4) All events (7)

2016

24 May 2016

  • FCA imposed a requirement (Not permitted to canvass off trade premises)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

31 October 2004

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

In the full report: all 7 events

  • All 7 events in its history (4 shown here)
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Firms like Phoenix Finance

Other firms of the same type (insurance broker), nearest first.

In the Kilmarnock (KA) postcode area

Alan R. Mackay & Company LimitedAyrAuthorisedAlistair YatesIsle of ArranAuthorisedBlue Rock Insurance Brokers LtdAyrAuthorisedCraig SymeKilmarnockAuthorisedWarranty Services LimitedAyrAuthorisedFinancial Services Scotland LimitedStevenstonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Phoenix Finance

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 background checks on its contact details
  • All 7 events in its history

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Frequently asked questions about this firm

Is Phoenix Finance FCA authorised?
Yes, Phoenix Finance (FRN 302707) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2004 and works as an insurance broker. The FCA has placed a limit on what it may do.
What is Phoenix Finance’s phone number and website?
The FCA register lists the phone number 01292 313224 and the website phoenix-finance.co.uk for Phoenix Finance. If you were given different contact details, use these to check with the firm before going any further.
Is Phoenix Finance a scam or clone?
Phoenix Finance is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Phoenix Finance?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Phoenix Finance to the Financial Ombudsman Service, free of charge.

Sources and links

The full report on Phoenix Finance

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