Who Are Prime Wealth?
Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs. As Independent Financial Advisers, we provide financial planning that covers the entire marketplace. Our planners also have access to advanced lifetime cashflow modelling software, which enables us to map out your financial future.
Simplifying the Complex
Our approach is what sets us apart. We simplify the complex, cut through the jargon and provide straight-talking, accurate and honest advice. We take the time to understand each client’s individual requirements and remain flexible in how we meet them. We also apply a structured process to the advice we give, so you receive consistent and appropriate planning that is, at every stage, in keeping with your short, medium and long term goals.
Part of Prime Accountants Group
As the wealth management arm of Prime Accountants Group, we can provide clients with a range of solutions far greater than those of a traditional wealth management firm. Working with our partners, we draw on a depth of knowledge in financial planning, tax, legal and accountancy services, all under one roof. This includes in-house defined contribution and defined benefit (final salary) pension expertise, and a wealth of experience looking after the financial planning needs of company owners.