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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 PlanningProtection Planning
  • MortgagesMortgages
  • PensionsPensions
  • Savings & InvestmentsSavings and Investments
  • Home InsuranceHome 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.

Premier Financial PlanningContact UsPremier Financial Planning

You can contact any of our advisers directly using the information below.

Further information can be obtained by clicking on the relevant links.

Premier Financial PlanningPremier Financial ServicesPremier Financial Planning
  • Protection Planning
  • Mortgages
  • Pensions
  • Savings & Investments
  • Home Insurance
Important Information

There may be a fee for mortgage advice. The precise amount will depend on your circumstances but we estimate it will be £300.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Premier Financial Planning Ltd is Authorised and Regulated by the Financial Services Authority. The Financial Services Authority does not regulate taxation advice, estate planning and some forms of mortgages.

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