Phoenix Wealth | Adviser Website | Welcome to Phoenix | Phoenix Wealth

I want to help my clients enjoy the lifestyle they want
I'm on the lookout for a wide choice of well governed investment funds
Having access to my clients' accounts online makes life so much easier

Open to new investments into your clients' existing plans

We're here to help your clients' plans deliver their financial goals.
Your clients can continue to enjoy the rich features of their existing plans, including being able to top up their existing investments and access their money. And with Family Suntrust, existing schemes can add new participants.

See what your clients' plans have to offer

Retirement Wealth Account

A flexible pension offering existing clients complete choice in retirement planning.

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Family Suntrust

A self-invested pension that allows existing scheme participants to invest together.

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Investment Bond

An investment for different life goals within a single tax wrapper.

Explore

The Personal Pension

A pension offering existing clients a wide range of investment funds and retirement options.

Find out more

Supporting your day-to-day, every day
Manage your clients' existing policies online
It's quick and easy to view policy information, update client details, as well as see current and historic valuations. You can switch or redirect funds and send secure messages to us, any time.
In addition, you can review your remunerations statements, create top up illustrations, plus many more useful features.
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Enjoy our wide investment choice
Whatever your clients' investment goals, we offer a range of well governed funds to help them achieve them.
Whether you prefer to use risk-rated, ready-made portfolios, or like to select your own funds, you can choose from a wide range of funds with different investment styles and objectives to suit individual needs.
View our investment choice

We’re here to help you make the most of your clients’ plans. Call us on 0345 129 9993 for any queries about our products and services. For Family Suntrust, call us on 0345 034 2170.

Lines are open between 8.30am and 5.30pm, Monday to Friday.

We sometimes record our telephone calls and use the recordings to train our staff so we can give better service. All recordings are stored securely.

This website includes products and services from Phoenix Wealth, the trading style used by AXA Wealth Services Limited (No. 02238458) and AXA Wealth Limited (No. 01225468). Both of these companies are registered in England and limited by shares.

Details of the companies offering specific products are shown in the product literature.

‘Phoenix Wealth’ (comprising of the companies Winterthur Life UK Holdings Limited, AXA Wealth Services Limited, AXA Wealth Limited, AXA Trustee Services Limited and AXA Sun Life Direct Limited) has been acquired by Pearl Life Holdings Limited (and now forms part of the Phoenix Group - www.thephoenixgroup.com). ‘AXA’ and ‘WINTERTHUR’ are trademarks that are owned by AXA SA and will be used for a short period under a licence granted by AXA SA to the Phoenix Group.

Pearl Life Holdings Limited is registered in England (4560778) at 1 Wythall Green Way, Wythall, Birmingham B47 6WG. As part of Phoenix Group AXA Wealth Limited will continue to be authorised by the Prudential Regulation Authority and regulated by the Prudential Regulation Authority and the Financial Conduct Authority; AXA Wealth Services Limited will continue to be regulated by the Financial Conduct Authority. Their registered office is 1 Wythall Green Way, Wythall, Birmingham B47 6WG.