Prime Wealth Planning in Birmingham

Prime Wealth Planning is a well-respected and independent financial planning firm in Birmingham. We pride ourselves on delivering clear, jargon-free financial advice to individuals and families across the West Midlands.

Our team is award-winning and we are recognised for providing accurate, honest advice to clients across a wide range of sectors and businesses of every size.

As a Birmingham-based financial planning firm, Prime Wealth Planning is a committed and active member of the local community. It is a long-term member of the *Greater Birmingham Chambers of Commerce, supporting its wide range of events and initiatives, and a long-term fundraiser for Birmingham Children’s Hospital. Having collectively taken on a range of ambitious fundraising challenges, Prime is proud to have raised almost £100,000 for the charity.

*The link will direct to a third-party website and Prime Wealth Planning is not responsible for the accuracy of the information or content contained within linked sites.

Paislei Godley and Morgan Davies from Prime Accountants Group

Prime Wealth Birmingham Office

  • Charter House, 161 Newhall Street, Birmingham, B3 1SW

  • There is no parking available at this location.
    We’re 2 minutes’ walk from Newhall Street NCP car park or Pay and display car parks and metered street parking is close by.