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Services

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 keeping with your short, medium and long term goal.

Independent Financial Advice

Independent Financial Advice

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

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Financial Planning

Financial Planning

Financial planners have access to advanced lifetime cashflow modelling software which enables us to map out your financial future

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Investment

Investment

We establish you investment goals, consider your current situation and recommend the correct tax wrapper to meet your objectives.

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Pensions and Retirement

Pensions and Retirement

We have in-house defined contribution and defined benefit (final salary) expertise.

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Estate Planning

Estate Planning

Our clients are generally keen to ensure that their loved ones receive their legacy in a protected and tax efficient manner.

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Company Owners

Company Owners

We have a wealth of experience looking after the financial planning needs of the company owner.

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Prime Accountants Group

Prime Accountants Group

Being part of Prime Accountants Group we have the ability to draw on a range of accounting and tax services.

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Prime Wealth Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 5 Argosy Court, Scimitar Way, Whitley Business Park, Coventry, CV3 4GA. Registered in England and Wales No. 8003140. A list of Directors is available at the Registered Office. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Prime Wealth Planning Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 586270. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.