Phoenix Knight Financial Services
Smart tax strategies, lasting estate solutions.
# Investing AssistantWhat is Phoenix Knight Financial Services?
Expert tax and estate planning in Surrey. Phoenix Knight helps you minimize taxes, protect your assets, and plan your family’s financial future.
Problem
Users rely on traditional financial advisors or DIY methods for tax and estate planning struggling to minimize taxes and protect assets long-term due to complex regulations, inefficient strategies, and lack of personalized guidance.
Solution
A financial planning service platform where users access expert-curated tax optimization strategies and estate structuring tools, combining AI-driven insights with human expertise (e.g., tailored inheritance plans, tax-loss harvesting models).
Customers
High-net-worth individuals, family offices, and small business owners in Surrey aged 35-65 seeking proactive wealth preservation, with assets exceeding £500k and complex financial portfolios.
Unique Features
Integrated legal-financial advisory model combining real-time tax law updates with generational wealth simulations, plus direct collaboration with certified estate planners.
User Comments
Saves 30% on annual tax liabilities
Simplified cross-generational asset allocation
Quick response to UK policy changes
Transparent fee structure
Custom trust setups
Traction
Launched 2023 with 150+ clients, £900k ARR, 4.8/5 Trustpilot rating, 11 PH upvotes. Founder Alan Chan has 2.2k LinkedIn followers.
Market Size
UK £4.3 billion wealth management market in 2024 (Statista) with 7.4% CAGR, targeting 5.6 million UK taxpayers requiring estate services (HMRC data).
