Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs. Please see our video for an introduction to Prime Wealth and an outline of the services we provide.
Our approach is what sets us apart. We simplify the complex, cut through the jargon and provide accurate, honest advice to help our clients prosper over the long term. Being the wealth management arm of Prime Accountants Group we are in a position to provide clients with a range of solutions far greater than that provided by a traditional wealth management firm.
Our approach is what sets us apart. We simplify the complex, cut through the jargon and provide accurate, honest advice to help our clients prosper over the long term. Being the wealth management arm of Prime Accountants Group we are in a position to provide clients with a range of solutions far greater than that provided by a traditional wealth management firm.
Services
Glen is the Director of Prime Wealth, the financial planning arm of Prime Accountants Group and works out of both offices. A local lad, educated at Solihull School, Glen has worked in a number of financial planning businesses in the West Midlands and Warwickshire region, specialising in the advice requirements of owner managers and high net worth individuals.
We apply a structured process to the advice that we provide to ensure that you receive consistent and appropriate planning which, at every stage, is keeping with your short, medium and long term goal. As Independent Financial Advisers we provide our clients with financial planning that covers the entire marketplace.
Pop in and we'll put the kettle on, we would love to hear about you and how we might be able to help you prosper. If you are looking for an Independent Financial Adviser call Prime Wealth Planning to arrange a free, no-obligation meeting. Prime Wealth Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority.
Please see below for a range of useful blog posts, resources and latest news stories which may be of interest to you. New research has highlighted a growing retirement income gap between men and women, which has been exacerbated by the pandemic. The government has published draft legislation to raise the minimum age for drawing pension benefits from 55 to 57.
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