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Phoenix
Waters Wealth
Management

Tailoring Success To You

You should never have to choose between your money or your life. Phoenix Waters Wealth Management appreciates how time-sensitive and complex your life and financial situation can be, and addresses this challenge by offering a personal and proactive approach to managing your wealth. We take the time to get to know you and understand your ambitions in order to create unique solutions for every stage of your life.

Please reach out to book an appointment and discover how we can turn your dream into a tangible reality.

Our services

Book
A Consultation
Online or In Person

for free

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Free Consultation

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How We Work

with clients

Step 1

Personal Interview

 

A discussion to learn more about you and your journey so far - your present situation, your ambitions, and what is important to you.

 
Step 2

Engagement

 
Following our meeting a carefully tailored plan will be crafted for you setting a roadmap to feasibly achieve your goals while mitigating any obstacles which may emerge along your journey.
 
We will discuss the plan in a subsequent meeting making any changes where required until you are ready for us to execute the strategy for you.
Step 3

Plan Maintenance

 
We will continue to monitor the plan throughout the process, engage in periodic reviews, making changes along the way as we fulfil the strategy to help you achieve your ambitions.

Information

at your fingertips

Formed in partnership with St. James's Place, a FTSE 100 company, and founded by Bizhan Tong, a UK expat with a notable track record in finance, business, philanthropy, and film.

Attend exclusive events, receive newsletters, and continue to stay appraised. Follow our Facebook page, sign up for our newsletter, or contact us.

Whatever your situation we are here to help. With a network across various industries spanning the globe, if we do not have the expertise on a certain matter we can put you in touch with someone who does.

Whether by phone, e-mail, snail mail, Facebook, or WhatsApp, we are available to talk.

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