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Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs.
Please see our video for an introduction to Prime Wealth and an outline of the services we provide.
Being 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.
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 in keeping with your short, medium
and long term goals.
As Independent Financial Advisers we provide our clients with financial planning that covers the entire marketplace.
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Financial planners have access to advanced lifetime cashflow modelling software which enables us to map out your financial future
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We establish your investment goals, consider your current situation and recommend the correct tax wrapper to meet your objectives.
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We have in-house defined contribution and defined benefit (final salary) expertise.
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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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We have a wealth of experience looking after the financial planning needs of the company owner.
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Being part of Prime Accountants Group we have the ability to draw on a range of accounting and tax services.
Read MoreWe pride ourselves on delivering a service in line with our brand values and take great satisfaction in seeing our team embrace these to build the successful firm we are today.
We work with honesty and integrity as we care about the people and businesses we work with.
We believe in treating our colleagues, clients and partners how we would like to be treated.
We believe in providing straight talking, jargon free, sound advice.
We take pride in making a tangible difference to help our clients prosper over the long term.
Represent the firm positively and create a great first and lasting impression with colleagues, clients and contacts.
We take the time to understand a client's individual requirements and are flexible in our approach to meeting their needs.
We are professional, friendly and always available to help.
We are forward thinking and embrace new technology that benefits our clients.
Prime Accountants Group takes its role within the wider community seriously and has been involved in a number of fundraising and charity projects throughout recent years. We recognise that, as a local business, we have a responsibility to the local community.
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.