Brendan O'Ciobhain

Managing Director at Phoenix Temple Wealth Management Ltd

Brendan O'Ciobhain's Professional Contact Details

Email (Verified)

****@phoenixtemple-wm.co.uk

Get Email Address

+44 1993 229900

Location

London, England, United Kingdom

Company

Phoenix Temple Wealth Management Ltd

Person Seniority

director

Brendan O'Ciobhain's Current Company Details

Phoenix Temple Wealth Management Ltd

Witney, England, United Kingdom • 4 Employees

finance

Phoenix Temple Wealth Management is a private client practice founded on the principle of providing a truly bespoke service to individuals for whom excellence is a pre-requisite. We provide a holistic Financial Planning and Wealth Management service, developing long-term relationships with our clients and advising on all of their financial needs. We are based in Witney in Oxfordshire. We also have a sister company based in the City of London called Phoenix Wealth Management. We believe that financial planning is an on-going process because people's circumstances and objectives change, tax regulations change and investment markets change. We build long term relationships with our clients to ensure that changes are factored into financial plans and to assist them in achieving their lifestyle and financial goals. We are truly independent with no external shareholders. This allows us access to the full range of financial planning solutions with in-house expertise in core areas such as Pension & Investment planning working alongside specialists in Estate Planning, Long Term Care together with Cashflow and Retirement Income modelling.

Organization Website

phoenixtemple-wm.co.uk