Pensions and Retirement

As Independent Financial Advisers we provide our clients with financial planning that covers the entire marketplace.

What makes Prime different?

Who are Prime Wealth?

Please see our video for an introduction to Prime Wealth and an outline of the services we provide.

Our approach is what sets us apart. We simplify the complex, cut through the jargon and provide accurate, honest advice to help our clients prosper over the long term.

Being the wealth management arm of Prime Accountants Group we are in a position to provide clients with a range of solutions far greater than that provided by a traditional wealth management firm.

Working with our partners we have the ability to draw on a depth of knowledge in Financial Planning, Tax, Legal and Accountancy services all under one roof.

Our Structured Approach

We apply a structured process to the advice that we provide to ensure that you receive consistent and appropriate planning which, at every stage, is in keeping with your short, medium and long term goals.

Discovery Meeting

We begin with an initial discussion to understand your needs, whether it’s tax…

Discovery Meetings

Research

Once we have an outline of your existing circumstances, policies and investment products…

Research

Inform and Discuss

This is where we present our findings together with our initial considerations…

Personalised Solutions

Refine And Agree

Having received your feedback from our initial proposals, we will now refine and present a solution to you…

Refine and Agree

Implementation

Once the proposed advice has been agreed we will proceed to the implementation stage…

Implementation

Review

We will agree an ongoing service standard with you to meet your current and future expectations…

Review

Our range of expert services, tailored to Prime Wealth Management

Prime Wealth Management entails and involves a host of services and support. Here are some of the specialist, tailored services we can offer.

Our Brand Values

We pride ourselves on delivering a service in line with our brand values and take great satisfaction in seeing our team embrace these to build the successful firm we are today.

Do the Right Thing

We work with honesty and integrity as we care about the people and businesses we work with.

Build Relationships

We believe in treating our colleagues, clients and partners how we would like to be treated.

Simplify the Complex

We believe in providing straight talking, jargon free, sound advice.

Keep the Passion

We take pride in making a tangible difference to help our clients prosper over the long term.

Be an Ambassador for Prime

Represent the firm positively and create a great first and lasting impression with colleagues, clients and contacts.

Provide a Personal Service

We take the time to understand a client’s individual requirements and are flexible in our approach to meeting their needs.

Always be Approachable

We are professional, friendly and always available to help.

Embrace Change

We are forward-thinking and embrace new technology that benefits our clients.

Charity and Community

Prime Accountants Group takes its role within the wider community seriously and has been involved in a number of fundraising and charity projects throughout recent years. We recognise that, as a local business, we have a responsibility to the local community.

Charity & Community