Premier Financial Planning ~ Premier Financial Advice
Premier Financial Planning is a professional but friendly firm of independent financial advisers based in the south west and we currently have branches in
Taunton, Gillingham and Warminster.
We provide a personal home based service which we feel works best as all of the policy information for our clients is right there and we can arrange a convenient time for both parties.
- Protection Planning
- Mortgages
- Pensions
- Savings & Investments
- Home Insurance
Premier Financial Planning Ltd is authorised and regulated by the Financial Services Authority. We utilise Simply Biz for all our Compliance Support, and True Potential to provide us with a robust research and analysis service, and back office support.
True Potential also gives our clients the advantage of having their own personal logon so that they can access their personal and policy details and obtain real time values of their investments and pensions.
Independent Financial Advice
Being independent means that we work for our clients, not a specific company and it allows us access to the whole market when providing advice.
We do not charge for the initial meeting so that we can get a grasp of what advice you need and when you need it. We also provide the option of taking a commission from the product provider or our clients
paying us a fee directly.