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.
Services
Premier Wealth Management is a firm of Chartered independent financial advisers based in Southport. Our specialist team provide expert advice on creating and managing investment portfolios. If you are looking for a team of reliable, approachable and pro-actice Independant Financial Advisers who will regularly review and adjust your investment or pension portfolio then you have come to the right place!
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.
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.
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