Premier Wealth Managers Limited
With the introduction of the retail distribution review in 2013 there has been a tide of change sweeping the Advice market in the UK. These changes have led to many Firms changing their business model completely and many banks pulling out of financial advice altogether. Many firms now only wish to deal with high net worth clients and offer little or no service for clients who have assets of
With the introduction of the retail distribution review in 2013 there has been a tide of change sweeping the Advice market in the UK. These changes have led to many Firms changing their business model completely and many banks pulling out of financial advice altogether. Many firms now only wish to deal with high net worth clients and offer little or no service for clients who have assets of £50,000 or less as they deem them not profitable. Premier Wealth Managers believe in treating all clients equally and provide a range of options no matter how large or small your portfolio is. Our business model is based on complexity of advice rather than categorising our clients into pigeon holes such as Gold, Silver and bronze etc. We believe every client should have access to online valuations via their own website and secure messaging in order to answer queries etc. Last but not least is the good old fashioned face to face review to enable clients to speak direct to their Adviser to simply remember and review what it is they want to achieve. With PWM you can have access to bespoke portfolios or simple managed solutions no matter the investment amount all within a competitive charging structure. What We Do We provide holistic and completely independent financial advice to Personal and Corporate clients. Some of the areas of advice are: Protection Pensions Investments Savings Health Insurance Estate planning Trusts Long Term Care Planning Charity Investment Advice Our People Andrew McCulley – Owner/Director Natasha Bechelli – Owner/Director Dhawal Chandan (DC) – Snr Wealth Manager Derek Douglas – Snr Wealth Manager Gary Watt – Financial Consultant Ian Wilson – Financial Consultant Mark Manson – Financial Consultant Shonna Graham – Financial Consultant Gregor Meldrum – Financial Consultant Cristina Bechelli – Client Relationship Manager. Support staff Lisa Rooney – Manager Craig Brown Lindsay-Jane Maclean Leanne McLeish
Address: 202 Bath Street, Glasgow, Scotland G2 4HW, United Kingdom
Phone: +44 141 332 9993
FAX: +44 141 626 4364
