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Latest News

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...

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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....

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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...

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19 Oct 2017
 

Latest Blogs

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...

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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 ...

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27 May 2016
 


Structured approach to our advice

We believe in applying a structured process to the advice that we provide.  This ensures that our clients receive consistent and appropriate planning which, at every stage, references their short, medium and long term goals.

Our clients welcome this client structure and it sets expectations for what they can expect not only from us but also for what they need to do to get the most out of the relationship with Prime.

We believe in common sense, ruthlessly applied.

Stage One - Discovery

This is the 'getting to know you' stage and more often than not involves a face to face meeting with an Independent Financial Adviser.

Stage Two - Research

Once we have an outline of your existing circumstances, and any policies and investment products you already have in place, we will the obtain authority from you to write to the various providers to obtain up to date information.

Stage Three - Initial Ideas

Now we have a fuller picture of your financial affairs, we will present our findings together with our initial comments and considerations.

Stage Four - Refine and Agree

Having received feedback from our initial proposals we will now refine and present a solution to you.

Stage Five - Implement

Once the proposed advice has been agreed we will proceed to the implementation stage.

Stage Six - Review

The review phase is constantly occuring behind the scenes as our investment specialists monitor and analyse our suite of investment managers to ensure they are adhering to the initial mandate which in turn links back to your goals.

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: info@primewealth.co.uk