Premier Wealth Planning

Our key strength is our people – we have attracted the very best talent and our senior team have considerable experience, having all held senior positions with market leading Financial Planning and Wealth Management firms. Our knowledge of, and relationships with leading investment, pension and insurance institutions enables us to tailor tried and tested solutions to meet all your financial planning needs. Premier Wealth Planning is a trading style of Premier Benefit Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority. (Registration number 460880) As Independent Financial Advisers we are free to advise on financial products available from all product providers. We use advanced computer software to research, compare and select the most suitable deals currently available. We are thus able to make arrangements to maximize the benefits to our clients. You'll get our help to review your existing financial situation and reach a realistic assessment of your likely needs. For this, you'll need to set aside some time to talk to us - the first consultation is without charge. Depending on your instructions we will carry out a needs analysis based on your current situation, and taking into account any specific plans and/or targets you may have. We will then advise you on anything from a short term financial objective to a lifetime financial plan, followed up with regular reviews where agreed. You will receive professional advice about where your financial arrangements are already good, and where they're inadequate (or not covered at all). You'll also have our help to decide how much provision you need to make, and the order of priority in dealing with your finances. And of course it will all be sensibly balanced in relation to your current income and your prospects

Address: AMP House, Dingwall Road, Croydon, CR0 2LX, UNited Kingdom

Phone: +44 203 727 9800
FAX: +44 203 014 8768