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STRATEGIC COMMUNICATIONS CONSULTANTS FOR THE INVESTMENT AND WEALTH MANAGEMENT COMMUNITIES

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Who we are

Phoenix Financial PR is a specialist boutique communications consultancy and represents companies predominantly in the fields of investment and wealth management.
Established in 2005, we have an impressive and varied list of clients, and draw upon our deeply experienced team and extensive network to provide them with the right blend of expertise for their individual needs. Our approach is agile, targeted and proven – as demonstrated by the length and depth of the relationships we enjoy with our clients and the media that matter to them.
Working with our clients as partners, we build relationships based on mutual respect. Our close relationships with the media serving the broader investment community, built over many years, have helped to deliver outstanding media results over the longer term.

Our Team

Gordon Puckey

Founder and Managing Director

With three decades of experience in financial services PR and marketing, Gordon has worked with a number of leading PR firms over the course of his career – Streets, Lansons and Biss Lancaster included. An investment PR specialist, Gordon has partnered with some of the biggest brands in the fields of asset management, wealth management and private banking. Gordon has a proven track record in creating a media environment capable of promoting brand awareness and recognition, of supporting the drive to build assets under management and interest in his clients’ services – through several stock market cycles. His work has been recognised on numerous occasions, with awards from professional bodies the IPR and PRCA – and from publishers ACQ5, Citywealth, Investment Week, MONEYAge and WealthBriefing.

Martin Wood

Senior PR Consultant

A specialist in financial services, Martin started his career in-house with Legal & General in 1979. He entered the world of PR consultancy in 1988 with Streets Communications, and is a co-founder of a number of highly successful PR and marketing agencies – The Paternoster Partnership, Reywood Communications and Concise PR. Underlining the quality of his advice and his ability to sustain a strategic PR campaign over the longer term, Martin has always boasted long client tenure and is one of the best connected consultants in the world of financial services.

Stephanie Spicer

PR Consultant

Stephanie has been a PR Consultant since 2005, having worked previously with Delaney PR and GCI. Her career in financial services PR and marketing followed more than 10 years as a journalist writing on personal finance and investment. Stephanie has held senior editorial positions with numerous leading titles, including Investment Week and Money Management.

CONSISTENTLY RECOGNISED BY THE INDUSTRY

Phoenix was declared winner of the ‘Marketing Campaign of the Year’ category at the prestigious MONEYAge AWARDS 2019, beating off strong competition from Schroders, F&C, JM Finn and Moneycorp – and shortlisted in the ‘Innovation in Consumer Finance’ category too.  We were proud also to be crowned ACQ5’s ‘Boutique Media Relations Consultancy of the Year (Asset/Wealth Management)’ for 2019, (an award we won in 2018 too).
Phoenix collected the Silver Award in the ‘Communications & PR Agency of the Year’ category at the 2019 Citywealth Brand Management and Reputation Awards, (we collected Gold in 2017 and were shortlisted last year).  We were also shortlisted to the final three in the ‘Agency of the Year’ category at the 2019 Investment Week Investment Innovation and Marketing Awards and shortlisted for ‘Best Marketing or PR campaign’ at the Wealth Briefing European Awards in 2017.’  These awards underline the ongoing impact of our work for a range of clients.

The way we work

We work to create a media environment which is capable of promoting brand awareness and recognition, and supporting the drive to gather assets.
We build our client account teams according to each client’s specific requirements, with a focus on senior counsel – and have partnered with a host of carefully selected firms over the years in developing our communication programmes.

Our experience

We have worked with some of the biggest names in asset management over the years – ABN AMRO, Artemis and Investec included – and with private banking and wealth management firms like Kleinwort Benson and London & Capital.
We have a proven track record for developing client businesses, brands and assets under management – the quality of our work underlined by the many prestigious PR awards we have received.

Our Services

Our proposition centres on the delivery of senior strategic communications counsel, creative thinking and exacting written standards. Our client focus is on building awareness of companies, their spokespersons, products and services – and on the management of corporate reputation.
We run highly active media-relations programmes with all of our clients, but have also undertaken issues management work for many clients over the years and have successfully mitigated negative coverage by providing strategic counsel and working closely with senior stakeholders.

International Capability

Phoenix is a member of International Financial Communications Group, a global network of specialist financial services communications consultancies, sharing a similar philosophy and focus.  IFCG members offer highly experienced public relations and communications professionals, each prioritising a high level of principal involvement on their client accounts, each using only senior staff in delivering their service and their liaison with the media.

Member consultancies benefit from the opportunity to offer their clients an international communications capability across leading global financial centres.  IFCG’s member consultancies presently include Sydney-based Pritchitt Partners and US-based DAI Partners, which has offices in New York, Los Angeles and Washington, D.C – with an Asia partner to be confirmed.

For more information, visit www.ifcghub.com

Who we work with

Why Phoenix

An award-winning PR consultancy.
Access to some of the strongest journalist relationships in the investment and wealth management arena.
Creative and pragmatic media relations work.
Exacting written standards.
Proven track record in creating a positive media environment to enhance brand profile and support asset growth.
A genuine partnership approach.

Get in touch

Please feel free to contact us at any time.