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Independent Financial Advice

As Independent Financial Advisers we provide our clients with products and services drawn from the entire marketplace.

Whilst many of our competitors offer a restricted service, we passionately believe that our clients’ investment, pension and insurance requirements are best served by a whole of market independent approach.

As a privately owned, independent practice we have no motivation or financial incentive to recommend any solution, product or investment manager other than those which meet your objectives in a safe, low cost, efficient manner.

We typically look after the affairs of wealthy individuals, company owners, trustees and charities.

  • Savings
  • Investments
  • Pensions
  • Life and Critical Illness Insurance
  • Income protection
  • Lifetime cashflow

Using an independent firm such as Prime Wealth gives me the confidence that I am receiving advice and not simply being sold to"

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.