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Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs.

What makes Prime different?

Our approach is what sets us apart. We simplify the complex, cut through the jargon and provide accurate, honest advice to help our clients prosper over the long term.

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.

Our Structured Approach

We apply a structured process to the advice that we provide
to ensure that you receive consistent and appropriate planning
which, at every stage, is in keeping with your short, medium
and long term goals.

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Independent Financial Advice

Independent Financial Advice

As Independent Financial Advisers we provide our clients with financial planning that covers the entire marketplace.

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Financial Planning

Financial Planning

Financial planners have access to advanced lifetime cashflow modelling software which enables us to map out your financial future

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Investment

Investment

We establish you investment goals, consider your current situation and recommend the correct tax wrapper to meet your objectives.

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Pensions and Retirement

Pensions and Retirement

We have in-house defined contribution and defined benefit (final salary) expertise.

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Estate Planning

Estate Planning

Our clients are generally keen to ensure that their loved ones receive their legacy in a protected and tax efficient manner.

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Company Owners

Company Owners

We have a wealth of experience looking after the financial planning needs of the company owner.

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Prime Accountants Group

Prime Accountants Group

As part of Prime Accountants Group we have the ability to draw on a range of accounting and tax services.

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Our Brand Values

We pride ourselves on delivering a service in line with our brand values and take great satisfaction in seeing our team embrace these to build the successful firm we are today.

Do the Right Thing

We work with honesty and integrity as we care about the people and businesses we work with.

Build Relationships

We believe in treating our colleagues, clients and partners how we would like to be treated.

Simplify the Complex

We believe in providing straight talking, jargon free, sound advice.

Keep the Passion

We take pride in making a tangible difference to help our clients prosper over the long term.

Be an Ambassador for Prime

Represent the firm positively and create a great first and lasting impression with colleagues, clients and contacts.

Provide a Personal Service

We take the time to understand a clients individual requirements and are flexible in our approach to meeting their needs.

Always be Approachable

We are professional, friendly and always available to help.

Embrace Change

We are forward thinking and embrace new technology that benefits our clients.

Charity and Community

Prime Accountants Group takes its role within the wider community seriously and has been involved in a number of fundraising and charity projects throughout recent years. We recognise that, as a local business, we have a responsibility to the local community.

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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.