We are a specialist independent organisation, providing bespoke financial planning and wealth management services to individual and corporate clients.

We provide expert, unbiased advice on a truly independent basis. Rather than being tied to a pre-selected panel of providers, our consultancy team is able to review and select from the entire market, to deliver financial solutions that are tailored for you.

We advise on all aspects of financial planning, including life cover, investments and savings, pensions and retirement planning and inheritance tax planning. All of our advisers are fully qualified, and some of us hold specialist qualifications for advising on more complex areas.

We also provide advice to Corporate bodies and Pension Scheme Trustees through our sister companies - Premier Benefit Solutions and Premier Pensions Management.

This website aims to give you further information about: