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.