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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

Prime Numbers

We understand that many clients find the financial planning process a little dull.

This is most likely due to the fact that they do not feel involved in an advice process which is largely generic and that the products and policies they end up with do not hold much relevance to their needs and aspirations.

We have devised the 'Prime Numbers' process specifically to engage our clients as we believe that each and every client has a set of numbers which are unique to them, which when plugged into a professional advice process, can deliver impressive results.

Our clients understand the information we require from them and more importantly, why.  The better we understand them the better advice we can provide.

We then take your unique 'Prime Numbers' and overlay this with a number of soft facts we have achieved throughout the discovery stage and build this into a comprehensive financial planning solution including cash-flow analysis and forecasting to bring your solutions to life.

A full sized version of the image above can be accessed here.

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: