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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
 


Inform and Discuss

Now we have a fuller picture of your financial affairs, we will present our findings, together with our initial comments and considerations.   Dependant on your business and personal circumstances, this will likely include, but not be limited to; investment, pension, insurance, succession and asset protection.

We understand that our clients, though capable individuals, are dealing with complex areas and terminology with which they are not overly familiar.  We pride ourselves on taking complex advice areas and explaining them in laymen's terms.

Dependant on the complexity of the requirement, this stage could include at least one further meeting and further exchanges of support information until you feel you have the level of understanding and comfort for us to formalise our proposals.

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If you would like to arrange a free, no obligation meeting please contact us on 0845 872 2099 or email: info@primewealth.co.uk