For us, the Prime Time of life is the second half. Prime Time Financial is here to help you take full advantage of that time, whether you are retired already or are simply planning ahead. For the last ten years we have provided straightforward advice on all aspects of personal finances. We work with you and your family to identify your objectives and implement suitable strategies to ensure your goals are achievable.
We are independent and therefore able to source the best solution from the whole of the market to meet a client's objective. The core of our business is to provide advice focused on the optimal outcome for each individual client. We have a well-defined process for providing our services, but we adapt this depending on your needs, since everyone is treated individually.
We are independent and therefore able to source the best solution from the whole of the market to meet a client's objective. The core of our business is to provide advice focused on the optimal outcome for each individual client. We have a well-defined process for providing our services, but we adapt this depending on your needs, since everyone is treated individually.
Services
Sometimes you just want to know if you are doing the best you can with your money. At other times there may be some particular question you want to address, or a life event that you need to plan around. Savings accounts can only go so far in looking after your money. Investments introduce new opportunities but new challenges, too, including different tax considerations and risks.
Rupert Preece joined Prime Time Financial in 2019 and continues to focus on helping those in the second half of life, where there are key decisions to be made needing sensitive guidance. He has an in-depth investment trading background. Peter Lawrence set up Prime Time Financial in 2010, and the business has steadily grown since then.
We understand that there are times when it is too difficult even to know what question to ask about your finances! You just know that you need to get things organised. Or there may be a specific question to address, or a life event that you need to plan around - marriage, retirement, or the loss of a family member, perhaps.
There are many reasons to consider making an investment, and many options in doing so. You may be looking for better returns than in a savings account, or you may be looking for tax advantages. For others, the incentive will be to set up a regular income, or to pass money to family members in a managed way.
A review of your pension situation may be the best starting point. And changes may follow on from that, including consolidating pensions, while additional pension contributions could be shown to be worthwhile. And when it comes to retirement itself, there are a number of key decisions to make which will potentially affect your income for the rest of your life.
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