How we can help
Reasons to use The Premier Partnership Limited to look after your affairs
It’s the question that keeps us all very aware of the needs and requirements of our clients, and one that we quite often start our brainstorming meetings with (Yes – we do have them!) Whilst advice is not free, and many choose a ‘Do it Yourself’ approach, it often becomes apparent to even the most savvy individual that there are certain times, when certain complex issues arise, either in pensions, investments or Estate or tax planning, that you may need some guidance and assistance.
We call those ‘touch points’, when people have a question they need answering. So we thought we would put together our top 10, plus 10 other reasons (or touch points) why you may need assistance in areas that affect your family’s wealth and happiness. The first list is easy, but with ongoing commoditisation of financial and investment management services, we thought we would broaden that list out a bit, and for a bit of fun, to give you a wider view, and perhaps a bit more food for thought.
- To protect your loved ones
- To help plan your spending and saving
- To help plan your retirement
- Inheritance Tax (IHT) & Estate planning
- To find a genuinely objective product assessment
- To find and retain the right mix of assets
- To help your dreams come true
- Tax planning & Saving money
- To help you stay on the straight and narrow
- Good old fashioned peace of mind
Reasons to consider us as your financial adviser
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You’ve got better things to do
Cutting through the noise
What’s your number?
The secret to your financial independence
Telling it to you straight
Someone you are accountable to
Someone who is accountable to you
It doesn’t have to be about a product
Financial Planners will have a wealth of practical hint and tips to help improve your finances. Ultimately, a good adviser can and will influence, and potentially even change client behaviour. In a world where personal finance issues have become increasingly – and often unnecessarily – complex, an adviser can help clients figure out what is true and what isn’t. What works, what matters, what is useful and appropriate, and what can go wrong. There are few enough people with expertise sufficient enough to begin to do all that for themselves, as nobody can do it objectively. Which is why a good adviser is a necessity.
Our pledge is to provide a service which is clear and easy to understand. We provide our clients with clear information and keep them informed before, during and after the original point of sale.
Our clients are provided with advice which is clear, suitable and takes account of individual circumstances. Our clients will not and do not face unreasonable post sale barriers to change products or switch providers.
How we’ve helped out – What Our Clients Say
“I have recently accessed my portfolio online through the Client Services Portal and have found this to be an invaluable media with which to track my investments. Regular updates ensure the latest information is available.”
“I found working with the team at Premier very professional. The amount of work and effort the guys put in to helping me out with my retirement planning exceeded all expectations. Clearly a lot of time and effort has been put in to the services they offer clients. The app is great for checking news and valuations of my investments on the go.”
"In retirement do I or my wife want to worry about whether our pension pot needs to be invested in Japan or Europe? No - that's why we have appointed The Premier Partnership to research that on my behalf and decide accordingly. That way lies more time to corrupt our three grandchildren into the dark arts of fishing and cricket at Worcester!"
“We have worked alongside The Premier Partnership on mutual client matters for a number of years and always found their service and support to be first class. Nigel and the team put the clients’ needs firmly at the heart of everything they do and in doing so have developed long and trusting relationships“.
“There is an old adage that ‘he who has himself for an adviser has a fool for a client.’ I subscribe to it. So that whilst I take a keen interest in my financial affairs, it gives me reassurance to know that Premier Partnership are taking an objective and independent interest in them too. Meanwhile a varied and fulfilling working life has given me, in retirement, some quite challenging Inheritance Tax problems. I would not dream of trying to tackle them without Premier Partnership’s guidance.”
“I have telephoned Nigel this morning and as usual he was pleased to give me advice. He is so helpful and although I was a bit embarrassed telling him I was short of ready cash, he was just his usual calm self.”
"Premier Partnership Ltd." like any partnership is based around trust, the trust starts to build from meeting your advisor, David in our case. We were assured that it is our portfolio and advised thereafter very professionally, explaining all the different options, platforms and risk assessments. The web site gives total transparency 24hrs a day. From a simple phone call, to a scheduled meeting you feel you are the only client, and nothing is to much. thank you."
“The Premier Partnership have guided us through the daunting process of auto enrolment and continue to support the organisation on a monthly basis. They offer clear, professional and impartial advice which has been invaluable to us. With their support, we are confident we are meeting the legal requirements of Auto enrolment.”