Welcome to Premier Financial Planning
Premier Financial Planning is a firm of Financial Planners / Independent Financial Advisers (IFAs) based in Bath and working throughout the South West. We provide holistic advice to both individuals and companies on all aspects of financial planning. Our clients come to us because they are looking for friendly, unbiased, professional guidance. We help them to achieve their financial goals, by formulating coherent, long-term strategies which are monitored and reviewed on a regular basis.
Our company remains small enough to provide an individual and personal service, yet large enough to provide specialist financial planning advice.
The core values of Premier Financial Planning are:
- Truly independent, unbiased advice
- A focus on long-term relationships
- Impeccable service
- Honesty & Integrity
Premier Financial Planning
1 Queen Square, Bath, BA1 2HA
Our Digital Magazine
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The material on the site is the copyright material of Premier Financial Planning. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Premier Financial Planning content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Premier Financial Planning does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Premier Financial Planning content requires the prior written permission of Premier Financial Planning.
Premier Financial Planning incorporating Rowlinson Clarke Private Clients is a trading name of Mayne Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered office: 1 Queen Square, Bath, BA1 2HA. Registered in England, Company No 7202342. FCA number 628835
Your home may be repossessed if you do not keep up repayments on you mortgage. Will writing is not regulated by the Financial Conduct Authority.
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