Request a free consultation
Please complete the form below and a member of our team will be in touch to discuss your specific requirements. Alternatively you can contact us by telephone on 0121 711 6353.
Soaring housing costs hit millennials
People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...Read more >
23 Oct 2017
More caught by lifetime pension allowance
Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....Read more >
20 Oct 2017
Student debt: who won't repay?
The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...Read more >
19 Oct 2017
18% of people aged 50 or over have been targeted by potential scammers
According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...Read more >
10 Aug 2017
Where to turn when you need financial advice and more... An interview with Glen Callow
Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...Read more >
27 May 2016
Dynamic Cash Management
With a climate of low interest rates and concerns about the creditworthiness of financial institutions we believe we have a solution which acknowledges both these factors.
First, we take the time to understand when you need access to your cash, your attitude to risk and the amount you want to hold in cash. Our partner will then prepare a personal illustration based on your needs.
If you wish to proceed our preferred partner will then open a number of other savings accounts in your name with building societies, banks or NS&I.
The provider selects accounts with competitive rates that meet your needs for security and access.
These accounts are reviewed regularly and switch your money when they become uncompetitive. We also switch your money if new information makes us believe an institution has become too risky for you.
Our partner analyses and monitors the competitiveness, financial strength and administrative performance of over 125 banks and building societies, choosing organisations offering the most appropriate combinations of interest rates, security and efficiency.
Your money is spread between different institutions to make more use of statutory investor protection.
Call Prime Today - we're here to help
If you would like to arrange a free, no obligation meeting please contact us on 0845 872 2099 or email: firstname.lastname@example.org