Wealth Planning in Coventry

Prime Wealth Planning has been providing individuals and families in Coventry with clear, jargon-free financial advice since 2007.

We are an award-winning team providing clear, honest financial planning advice to individuals and families across a wide range of circumstances.

As a Coventry-based firm, Prime Wealth Planning is also fully committed to the local community as members of both Coventry BID and Coventry & Warwickshire Chamber of Commerce, supporting business, charity and environmental initiatives, including fundraising efforts, litter picking, awards and events.

Prime Accountants team in the Coventry board room

Where to find Prime Wealth Management in Coventry

Accountancy services in Coventry

Our team of advisors provide a full range of accountancy services from our Coventry office. 

Corporate accountancy services

We have a comprehensive range of corporate accountant services to help our clients navigate the complexities of their business' finances, including tax planning, accounts auditing, compliance, payroll services, VAT return filing and more. 

Personal accountancy services

Our Coventry-based team will simplify the complex to help you better manage your personal taxes with income tax, inheritance tax and capital gains tax planning, Self-Assessment tax returns and more. 

Forensic accountancy services

Find highly-specialised advice and support with our forensic accounting services, which include business valuation, tax investigation and matrimonial disputes.   

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Coventry Office Relocated from City Centre to Whitley Business Park

Our Coventry office

In 2011, we moved from Coventry city centre to our current home at Whitley Business Park, later expanding our office in 2016 to accommodate the ongoing growth of our independent firm of accountants. 

Our offices in Coventry have recently undergone full refurbishment to provide a welcoming, comfortable and modern setting for our clients and our team. Plus, we found new homes with local schools and organisations in the Coventry area for the furniture we no longer needed. 

Contact our Birmingham team for clear, jargon-free financial planning advice.