The team are delighted to announce that we will carry out online web meetings or telephone and hopefully personal meetings with our clients. To compliment this service, our documents can now be signed via a digital signature. The Premier Partnership Limited as an Independent Financial Adviser provide impartial and honest advice or as we like to call it wealth planning.
We offer a full range of services to our clients, such as investment, pension, estate planning, legal and probate advice. We start by reviewing your objectives and requirements explaining the different ways we can help in relation to your financial and investment planning. Then we review your goals and compare them to your current circumstances.
We offer a full range of services to our clients, such as investment, pension, estate planning, legal and probate advice. We start by reviewing your objectives and requirements explaining the different ways we can help in relation to your financial and investment planning. Then we review your goals and compare them to your current circumstances.
Services
It's the question that keeps us all very aware of the needs and requirements of our clients, and one that we quite often start our brainstorming meetings with (Yes - we do have them!)
Whilst advice is not free, and many may choose a 'Do it Yourself' approach, it often becomes apparent to even the most savvy individual that there are certain times, when certain complex issues arise, either in pensions, investments or Estate or Tax planning, when you may need some guidance and assistance.We call those 'touch points', when people have a question they need answering.
Whilst advice is not free, and many may choose a 'Do it Yourself' approach, it often becomes apparent to even the most savvy individual that there are certain times, when certain complex issues arise, either in pensions, investments or Estate or Tax planning, when you may need some guidance and assistance.We call those 'touch points', when people have a question they need answering.
We are very mindful and respectful of the current guidance around face-to-face contact. When it is possible to meet in person, we will do so in a way which is compliant to the restrictions at that time. We love our clients, and so look forward to welcoming them to visit our office during normal business hours.
We are very pleased to present to you our very new and exciting client portal. The portal has been specifically designed with our clients in mind meaning that it only contains relevant information and documentation that is personal to you. Accessible via mobile, tablet, laptop and desktop. Alternatively if you would like a demonstration of our secure portal please Contact Aaron Richardson.
The Premier Partnership Limited would like to introduce you to our new smart and intuitive app. We have invested heavily in technology to provide an outstanding service to our clients. We are constantly looking into ways to deliver information and content to our clients and as a result have developed our very own app for your tablet or smart phone so you can keep up to date on the move.
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