Hello and welcome to our new website, created and designed for you, our clients, and not like many, bought in ‘off the shelf’! Everything we do for our clients is bespoke and relevant to them.
The Premier Partnership Limited provide impartial and honest financial advice, offering many services to help you make the most of your finances. We offer services to our individual clients, such as investment and taxation advice along with pension and estate planning.
We are Independent Financial Advisers and our business has no links or ties to any one product provider. We can access Life Assurance, Pension or Investment solutions from across the whole marketplace.
Our aim is to assist you with all aspects of financial planning, giving you clear and sound advice with a transparent charging structure.
The Premier Partnership Limited located in Tamworth, was originally created by Nigel Herrick in 1991 as an appointed representative of a little known life assurance company and in its present form as an independent advisory company since 1993.
We are proud of the fact that we have never advertised and all new introductions are either referrals or recommendations. The reason for this is quite simple; our clients appreciate the manner in which they are treated and we value our relationships with them, many becoming personal friends.
What is a ‘Family Office’?
- Offers a comprehensive financial oversight of all liquid financial assets.
- Offers daily management of all illiquid assets such as properties.
- Can administer and manage a whole estate.
- Charges a fee for its services.
- Offers advice free from conflicts of interest and does not sell products.
- Offers a comprehensive reporting system of all estate activity as part of the fee.
- Offers investment advice and products and services such as legal and taxation support and is Independent.
Independence – The Premier Partnership Limited is not tied to one company’s products and is completely impartial when providing advice. We act on your behalf to provide independent financial advice on all packaged products, such as pension products and life assurance, unit trusts, open ended investment companies, investment trusts, individual savings accounts (ISAs) and other regulated schemes such as discretionary management services.
Our relationship is with you and no other institution / party. We can search the whole of market for a solution and change this when suitable or if your needs and requirements change.
We are committed to providing the highest possible levels of service. As part of this we wish to ensure you understand the services we provide and their associated costs. This should allow you to make an informed decision about the services you wish to purchase. This empowerment forms part of our ethos and culture.
Complaints – If you are dissatisfied, you are entitled to make a complaint. Please be assured we treat complaints seriously. For your further protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of FOS can be found on their website at www.financial-ombudsman.org.uk