We have been helping individuals and small businesses since 2002 and we are committed to our clients and providing them with the right strategies to guide their futures. The business has been built up over the years from word of mouth and through reputation of good services offered. We have different businesses where you can speak to our professional team members to assist you in those important day to day decisions in your life.

Contact Details

  City Southport
  Postcode PR8 4HQ
  Address Premier House Wight Moss Way
  Phone Number 0845-607-7300

From Our Website

Premier Wealth Management was established in 2001 with the aim of providing professional, specialist advice in the modern world. Not all Advisers are independent, some are tied to individual Companies or a small panel of Companies with whom they work, but despite all the changes in Financial Services over the last 20 years or so, Premier Wealth Management remains committed to always being Independent Financial Advisers within the UK regulatory framework. All of our Advisers have a very high level of qualifications in Financial Services, well in excess of the minimum requirements of the FCA.

The way in which we charge for our advice, is flexible, depending on what the client requires. You should never pre-judge how you would prefer to pay for financial advice before having an initial consultation (remembering that first meetings are normally without charge or obligation). At the end of an initial meeting, we suggest the most cost efficient way for a client to pay for our advice, ensuring that the fee structure is viable for every client in both the short and medium term. Clients can pay for our services by either an hourly fee, a fixed fee, a transaction related charge, or indeed a mixture of different methods.

As a client of Premier Wealth Management, you will be allocated your own personal Adviser, who will be on hand at all times to answer any questions or queries that you may have, but most importantly, your Adviser will continually monitor your portfolio and ensure that it remains matched to your original objectives and your investment approach generally. Obviously, from time to time, Advisers are not available, because they are in client meetings, or on holiday, and that is why Premier Wealth Management is such a good choice for the investor, because we have a team of specialist Advisers who can always see your case history and advise you, should your usual Adviser be unavailable.

Never underestimate the importance of ongoing support, it is the thing that our clients value the most. You don't just need quality advice at outset when you first create your investment or pension portfolio, or indeed when you first appoint a new Adviser. Whilst quality investment and taxation planning advice is important at the beginning, it becomes even more important with time. The larger your portfolio becomes, the more important you need ongoing advice. We have a structured programme of ongoing reviews with clients and we make sure that every client knows exactly when they can expect to receive a full review of their portfolio during the year.

Our fees are exceptionally competitive, we normally do not charge for an initial interview. We believe that the service we provide is second to none and we also believe that our investment portfolios are run and managed on the lowest possible charges. The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers based in the UK.