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A free consultation, without obligation

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer a free consultation, of up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.

Our advisers are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting our clients to plan for their futures, normally requires us to consider all aspects of their financial well being. We are careful to ensure that we highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that we have built up over the years our business has been in operation.

We understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are the areas of specialist advice that we provide.
  • Portfolio Management
  • Estate Planning
  • Investments for Trusts
  • Offshore Investments
  • Pension choices at Retirement
  • Pensions
  • Group Pensions
  • Key Person Protection
  • Educational Fees Planning

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The Premier Partnership Ltd is authorised and regulated by The Financial Services Authority.

The Premier Partnership Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 209446

The Financial Services Authority do not regulate Banking, Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning. The tax reliefs referred to  throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change.The value of any tax relief available will depend upon the individual circumstances of the taxpayer. Stakeholder)