Glen is the Director of Prime Wealth, the financial planning arm of Prime Accountants Group and works out of both offices. This ‘in-house’ relationship ensures a much more ’joined-up’ approach for clients.
A local lad, educated at Solihull School, Glen has worked in a number of financial planning businesses in the West Midlands and Warwickshire region, specialising in the advice requirements of owner managers and high net worth individuals.
Glen is passionate in the design and implementation of an advice process that not only considers traditional financial planning vehicles but also integrates both tax and legal specialists to cover a far wider range of services than that delivered by a traditional financial planning firm.
Along with advising clients with their various pension, investment and wealth structuring requirements, Glen is the director responsible for the day to day running of Prime Wealth, defining and implementing its service proposition, use of technology, selection of its investment partners and relationship with the professional community.
In his spare time (when he has some) he enjoys watching and participating in sport and spending time with his growing family.
Chris joined Prime Wealth over four years ago as a technical resource for the team, whilst providing advice to clients as a Chartered Financial Planner in his own right.
Chris has worked within the insurance industry all his working life spending the first nine years with a leading life office in their actuarial and pension administration departments.
Since 1990 he has worked as an independent financial adviser providing advice to all manner of clients from the individual all the way through to multi-national organisations.
Besides advanced knowledge of the rules concerning SIPPs and SSASs Chris has also be involved in many pensions on divorce cases as his degree in Actuarial Science has definitely been of assistance when it comes to valuing pension entitlements.
Glen and Chris are supported by a team of paraplanners (technical researchers / report writers) and administrators (the conduit between the client and the many providers that we work with).
This in-house resource is imperative to not only deliver first class client outcomes but also that the process is as efficient as possible for all parties.
As the wealth management arm of Prime Accountants Group we are in a position to provide clients with a range of solutions far greater than that provided by a traditional wealth management firm.
Working with our partners we have the ability to draw on a depth of knowledge in Financial Planning, Tax, Legal and Accountancy services all under one roof.
For more information about Prime Accountants Group and the services they can provide please click below.
To me, financial planning requires trust, ethics and professionalism. Prime Wealth embodies these characteristics"
Prime Wealth client 2017
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.