Unlike most financial services firms we have a centralised investment platform called Premierone. All your investments and policies are centralised in the one place. . This makes it easier for you to plan your investments and finances.
Our goal is to enable our clients to achieve their lifestyle objectives through structured planning and careful management of their financial resources.
We ensure that we always present plans to them in a simplified way that they can understand and appreciate.
When a client receives a plan this is only the starting point. A bigger challenge is keeping the plan on track, and reacting as circumstances change.
At Premier Financial we place as much importance on the review of a client’s plan as we do on the development of the plan.
Our measure of success is simple. We help our clients understand where they are today, where they want to go to in the future and provide them with a clear plan to get there.
The rules around funding your pension through a company are generous but can also be complex. Every day we work with our clients at Premier Financial providing clear advice on the opportunities for funding and we always make complex pensions understandable for our clients. Our Financial Planning review process helps you understand what you need in your pension to meet your own personal goals.
From experience we know that when people make investments , financial and pension decisions in a disjointed matter they don’t quite often consider the most tax efficient way to plan their affairs. At Premier Financial our financial plans review your tax efficiencies under all headings and present you with the best options that suit you and will help you achieve your goals.
Our financial planning service through the use of Cashflow Planning lets you look at the Big Picture and we simply explain to you what needs to be done to meet your objectives. So questions like when can I retire?,How will I pay for college?, Would my family be alright if I died or could not work due to illness? We aim to answer all your questions clearly and objectively.