Business Details
Your Trusted Financial Planning Partner in Stockton on Tees
The team at Prismatic Wealth has over 40 years experience providing practical financial planning advice to individuals and businesses in the North East and further afield. We are a firm of fee-based, wholly Independent Financial Advisers, providing valued financial planning advice across a wide range of services, specialising in pensions, investments, employee benefits, savings and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients.This is achieved by ensuring that we understand the individual needs of each client and implementing tailored financial plans to address those needs. At Prismatic Wealth, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Services
Pensions
Savings & Investments
Employee Benefits
Protection
Auto Enrolment
Highlights and features
- We have over 40 years of combined experience in financial planning.
- Our team are Independent Financial Advisers with specialist expertise.
- We create tailored financial plans to meet individual client needs.
- We prioritise friendly, approachable service and local community engagement.
- Our advisers hold professional qualifications including Chartered status.
Associations and certifications
- Financial Conduct Authority
Services
Pensions
Our pension services help clients save effectively for retirement through tailored strategies. We specialise in workplace pensions, auto enrolment compliance, and personal pension solutions. Our advisers ensure clients maximise tax-efficient savings while preparing for financial security in later life.
Savings & Investments
We provide comprehensive savings and investment advice to grow wealth over time. Our services include portfolio management, risk assessment, and diversified investment strategies. We help clients understand ISAs, stocks and shares, and other vehicles to meet short and long-term financial objectives.
Employee Benefits
Our employee benefits expertise covers workplace pensions, group protection, and tax-efficient schemes. We assist businesses in designing competitive benefits packages while ensuring regulatory compliance. Our corporate advisers help employers and employees understand their options and maximise value.
Protection
We offer tailored protection solutions including life insurance, critical illness cover, and income protection. Our advisers assess individual needs to recommend appropriate coverage levels. We help clients safeguard their financial future against unforeseen circumstances with comprehensive risk management strategies.
Auto Enrolment
We specialise in auto enrolment compliance for businesses, ensuring employers meet legal requirements. Our services include scheme selection, payroll integration, and ongoing compliance support. We help businesses implement cost-effective workplace pension solutions while meeting statutory obligations.
People
Graham Laverick
Managing Director
Graham leads Prismatic Wealth's strategic direction while providing expert financial advice. With extensive industry experience, he helps clients navigate complex financial decisions and ensures operational excellence across the firm's services.
Gillian Mackenzie
Director and Chartered Financial Planner
Gillian specialises in long-term financial planning, building client relationships since 2004. As a Chartered Financial Planner, she develops comprehensive strategies for individuals and businesses, focusing on sustainable wealth management solutions.
Simon Daykin
Investment Director
Simon leads the Investment Committee while delivering tailored financial solutions. His expertise in investment strategy and financial planning helps clients achieve their objectives through evidence-based portfolio management and market analysis.
Rebecca Palmer
Head of Paraplanning
Rebecca oversees the private client team's administrative operations and technical support. With Chartered status, she ensures high-quality paraplanning services, research, and client meeting preparations across the firm's financial advisory offerings.
Alex Dunn
Corporate Manager
Alex manages the Corporate Services team, focusing on administrative efficiency and technical support. Since joining in 2023, he has enhanced corporate client services through improved processes and training programs for pension and risk schemes.
Questions
What financial services do you specialise in?
We specialise in pensions, savings & investments, employee benefits, protection, and auto enrolment solutions tailored to individual and business needs.
Are you regulated by financial authorities?
Yes, we are an Appointed Representative of Priswm Limited, authorised and regulated by the Financial Conduct Authority (reference 646626).
How do you tailor financial plans to clients?
We conduct detailed consultations to understand your circumstances, objectives, and timescales before creating customised financial strategies aligned with your goals.
Do you work with local businesses?
Yes, we serve clients in the North East and nationwide, with particular expertise in supporting regional businesses with employee benefits and pensions.
