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.
Anne supports Glen in the delivery of the advice proposition and management of the growing team. Anne joined Prime Wealth from Mazars Wealth Management. She is a Chartered Financial Planner and Fellow of the Personal Finance Society and brings with her a wealth of knowledge and experience in dealing with complex financial planning scenarios. Along with knowledge of the entire regulated product range, she has extensive knowledge of inheritance tax planning strategies and advising clients with high value pensions.
Anne was born in Birmingham and is continuing her education journey that has spanned a working lifetime within Financial Services.
Anne has attained the designation of Fellow of the PFS and is now considering the benefits of a Masters Degree in the near future. She is passionate about every individual’s journey through their Financial Services experience and she is keen to enhance the service for all whilst promoting the professionalism and diversity of the industry.
Anne lives in Kidderminster with her family and relaxes by spending time with family and friends.
Callum is an Associate Planner at Prime Wealth, the financial planning arm of Prime Accountants Group. He supports Glen in the delivery of quality, independent financial advice and works out of the Solihull office.
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 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 themselves and their families. He intends to specialise in providing clients with retirement planning advice (both pre and post-retirement), with the help of cashflow planning, so that clients are able to lead their desired lifestyle.
Callum is a member of the Personal Finance Society and achieved Charted Financial Planner status towards the end of 2019.
In his spare time Callum likes to travel, keep fit and attend music gigs and festivals.
Glen and Anne 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.