Prime Wealth is an independent financial adviser based in Coventry. Working as part of Prime Accountants Group, we are able to offer clients a range of financial advice and financial planning services including, pension advice, investment advice, financial advice for company owners, estate planning as well as other advice areas.

As an independent financial advisor in Coventry (IFA) we passionately believe that our clients’ investment, pension and insurance requirements are best served by a whole of market independent approach. We are able to offer clients a wide range of solutions and products to meet their current or future needs. Our Wealth Planners apply a structured process to the advice that we provide to ensure that you receive consistent and appropriate planning which, at every stage, is keeping with your short, medium and long term goal.

This approach to financial planning is far more personal and engaging and can only be delivered by an adviser who has taken the time to gain a deep understanding of the needs of yourself, your family and your business.

Contact Prime Wealth today if you are seeking an Independent Financial Adviser Coventry.

Our clients range in sizes and have background across a range of industries. Our IFA have a wide range of advice to deliver appropriate financial planning services to meet their targets.

As an Independent Financial Adviser Coventry, we are able to collaborate with your other professional advisers to offer a seamless service, whilst our transparent fee structures give you all the clarity that you require.

We consistently align your short-term plans to your longer-term goals, doing everything in our power to help you optimise your post-tax returns.

Getting in touch

Contact Prime Wealth today for further information on what our independent financial adviser Coventry can do for you. Reach us today by completing the form on our website, or by calling our Coventry office on 02476 518 552, the Birmingham office on 0121 233 2992, or our Solihull office on 0121 711 6353. Alternatively, send an email to info@primewealth.co.uk.