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.
Callum is a Chartered Financial Planner at Prime Wealth, the financial planning arm of Prime Accountants Group. He supports Glen in the delivery of quality, independent financial advice as well as managing a portfolio of clients of his own.
He was born in Birmingham and educated in Solihull. He graduated in 2008 from Sheffield Hallam University with a degree in Accounting and Financial Management, before setting off around the world to travel.
Callum joined the Prime Wealth team in February 2020 having worked at both Coutts and Succession Wealth for much of his career, and brings with him experience of dealing with high net worth individuals and corporate clients. Callum has a passion for educating clients about their wealth and what it means for them and their families, particularly in the retirement planning space (both pre and post-retirement). His use of cashflow modelling really brings the client’s financial plans to life and helps to inform his recommendations.
Callum is a member of the Personal Finance Society and achieved Chartered status towards the end of 2019.
Callum likes to spend his spare time with his family, as well as keeping fit and attending music gigs.
Emily has worked within the Financial Services for a number of firms – both small and large during which time she has enjoyed a variety of roles allowing her to gain a holistic understanding of the industry.
Her employment with Prime Wealth spans across a 5 year period, initially starting her journey as an IFA Administrator and quickly progressing to a Senior IFA Administrator and more recently to Operations Manager.
Emily has always been heavily involved in the operational side of the business where her meticulous attention to detail is best utilised, providing support to the Prime Wealth team as a whole in an ever changing and complex industry.
Her passion and enthusiasm for the sector remain unwavering and she feels very fortunate to have found both an industry and a company / team that she loves being a part of.
In her spare time Emily spends the majority with family and relaxing at home, she is a big animal and music lover and when she has a quiet moment she loves nothing more than a good book.
Glen and Callum 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.