Financial Advice

Prime Financial Advisers Ltd was set up to satisfy requirements for a reliable and professional pensions, life assurance and fund management service for existing Prime Chartered Accountants clients.

Prime Financial Advisers Ltd formed as a joint venture company with Greyfriars Asset Management LLP, enables our clients to draw on the many years experience of Greyfriars' partners, Chris Gladman and Bill Walker.

The aim is to provide clients with high quality financial planning advice. Through fact finds and a computerised database, an in depth picture of the client is built up, so that over the years, appropriate advice can be provided on all aspects of Life, Pensions and Investments.

Advice extends across four fundamental areas; the provision of benefits on death or serious illness, the protection of income during working life, pension planning for retirement and the tax efficiency of savings and investments.

At sometime in their life everyone needs advice in at least one of these areas. Since no one insurance company or unit trust provider can be the best at everything, the need for independent advice becomes apparent.

Prime Financial Advisers Ltd can advise on personal pension arrangements, directors’ pension planning and self administered pension schemes (SSAS and SIPPS).

For more details contact Prime Financial Advisers here. 

Prime Financial Advisers Ltd is an appointed representative of Greyfriars Asset Management LLP which is authorised and regulated by the Financial Services Authority.

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