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Financial Planning Service

The most important thing your adviser can give you is 'peace of mind'

Our financial planners have access to advanced lifetime cashflow modelling software which enables them to map out your financial future, seeing if you are on track to meet your goals and exploring different scenarios such as the impact of retiring early, buying a holiday home or even a market crash.

This approach to financial planning is far more personal and engaging - contact us to see how this approach might help you.

The cashflow model that the Prime Wealth team produced for us helped us understand our money and our financial future better than ever before. Allowing us to make important decisions with confidence"

Contact us today

To discuss your financial planning requirements, contact us today.

Help is at hand if you are in need of first-class wealth management planning services. At Prime Wealth, we offer an approach that goes far beyond traditional financial advice. When you opt for our services, we will help you make crucial choices about your future by gaining a detailed understanding of your values, aspirations, long-term and short-term goals. Together with our legal partners, we can create bespoke solutions that help you keep your affairs organised and make your future vision a reality. Our disciplined processes are designed to mitigate risk and ensure your wealth is structured in a way that reflects your aspirations and enables you to achieve them.

A bespoke plan

From the outset, we work hard to get to know you and understand your aims. This enables us to narrow down the list of potential strategies. During the auditing stage, we assess your current position before creating a detailed financial plan that reflects your investments, wealth, assets and tax. The advice that you continue to receive from us will help you remain on course to achieve your goals, regardless of how the economy is behaving. Many clients come to us because they wish to grow their wealth and ensure their legacy is protected. It’s common for our clients to worry about the tax burden, but we can put strategies in place to ensure your assets go where you want them to.

A range of options

We use unique cashflow modelling software to strengthen this process and identify a range of planning options. Your wealth management strategy can include the facilitation of new wills, lifetime gifts to trusts and individuals, investments that protect you from inheritance tax, pension structures to transfer wealth and more. With Whole of Life Insurance, you may be able to cover your Inheritance Tax liabilities without re-arranging your affairs.

Impartial advice

Our Independent Financial Advisers can introduce you to products and services from across the marketplace. We are an impartial service that receives no incentives for recommending specific solutions, which means you can rest assured we are genuinely motivated by finding you the most suitable and effective solutions and products for your requirements. Our clients include individuals, company owners, charities and trustees.

Protect and grow your wealth

Contact us today to find out more about how savings, pensions, life and critical illness insurance, income protection and lifetime cashflow solutions can help protect your wealth. We can create investment strategies that are fully aligned with your goals, whether you wish to grow your income, purchase a holiday home, fund university fees for your children or anything else. We will also look at your tax position, capacity for loss, investment time horizon and attitude towards risk in order to make the best and most relevant suggestions. We are also family and seniors financial planning experts that can help you plan for retirement and make the most of life after work.

Getting in touch

To reach us today, call our Birmingham office on 0121 233 2992, the Coventry office on 02476 518 552 or our Solihull office on 0121 711 6353. You can also send an email to info@primeaccountants.co.uk.

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.