Premier Financial Planning is a firm of Financial Planners / Independent Financial Advisers (IFAs) based in Bath and working throughout the South West. We provide holistic advice to both individuals and companies on all aspects of financial planning. Our clients come to us because they are looking for friendly, unbiased, professional guidance.
We help them to achieve their financial goals, by formulating coherent, long-term strategies which are monitored and reviewed on a regular basis. Our company remains small enough to provide an individual and personal service, yet large enough to provide specialist financial planning advice. Premier Financial Planning has proved to be an invaluable resource for all aspects of our financial planning.
We help them to achieve their financial goals, by formulating coherent, long-term strategies which are monitored and reviewed on a regular basis. Our company remains small enough to provide an individual and personal service, yet large enough to provide specialist financial planning advice. Premier Financial Planning has proved to be an invaluable resource for all aspects of our financial planning.
Services
Established in 2010, Premier Financial Planning provides independent financial planning and investment advice to private, trustee and corporate clients. We also work closely with other professional firms in order to offer a truly holistic service. We are a young, dynamic and wholly independent company built upon core values of honesty, integrity and a client focused service.
At Premier Financial Planning we follow a robust financial planning process, which has been carefully designed, with six important steps. This process has to be underpinned by a joint commitment from both Premier Financial Planning and our clients in order to ensure the successful completion of their financial goals.
Our business has evolved primarily through client recommendations and professional referrals. Premier Financial Planning has proved to be an invaluable resource for all aspects of our financial planning. They have taken the trouble to get to know us and our needs properly before suggesting a plan of action.
Reviews (4)
Natasha Potter
Dec 03, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
David dealt with my mortgage when I was buying my first home, I was really nervous as I didn’t know what to expect or how the process went. He was very professional and very quick to respond to any queries (which I had daily)! He made the whole process easy and stress free and I wouldn’t hesitate to recommend. Thank you
David dealt with my mortgage when I was buying my first home, I was really nervous as I didn’t know what to expect or how the process went. He was very professional and very quick to respond to any queries (which I had daily)! He made the whole process easy and stress free and I wouldn’t hesitate to recommend. Thank you
William Taylor
Nov 26, 2020
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We've just remortgaged through Financial planning and felt obliged to let everyone know about the great service from the team.
From start to finish, we've been impressed with the professional, yet personal service from the team.
Importantly, I'd be more than happy to recommend Premier financial planning to family and friends and in my opinion that speaks volumes.
Thank you.
From start to finish, we've been impressed with the professional, yet personal service from the team.
Importantly, I'd be more than happy to recommend Premier financial planning to family and friends and in my opinion that speaks volumes.
Thank you.
Elly Cheeseman
Sep 27, 2020
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We were referred to David and the team by a mutual friend after a year of coming and going on a new business venture. We had been pushed pillar to post by other companies trying to gain the finances we needed to secure our venture and thought we'd reached the end of the line when Covid hit.
We needn't have worried.
David listened to our plight and gave us some fantastic advice and gave us honesty about what to avoid and straight away, we felt we were in safe and professional hands.
Once we had chosen the product we wanted to proceed with, with his advice and knowledge, the whole process was
We needn't have worried.
David listened to our plight and gave us some fantastic advice and gave us honesty about what to avoid and straight away, we felt we were in safe and professional hands.
Once we had chosen the product we wanted to proceed with, with his advice and knowledge, the whole process was
Alex Hughes
Jan 16, 2020
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