Premier Financial Planning

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Tel: 01225 581 222

info@premfp.com
Premier Financial Planning

Investment & Wealth Management

When planning your finances, it is important to distinguish the difference between savings and investments. Savings are generally funds that you set aside but can be accessed relatively quickly. Investments are designed to be held for a longer term, usually at least 5 years. You need to be comfortable with tying up this money for a period of time, and should not consider investments unless you have some savings in place.

Professional Investment Advice

There is a bewildering range of savings and investment vehicles available to the investor. The right investment portfolio should reflect your tax position and align with your attitude to risk. It should further meet your requirement to generate income, growth or a combination of both.

We will conduct a detailed personal review of your current financial position, future aspirations and objectives, before tailoring a recommendation.

Wealth creation and management is an ongoing process, therefore it is vital that regular reviews and meetings are carried out to keep you on track.

 

Professional
Investment Advice

Among other investments, we have expertise in the following sectors:

  • Saving Accounts
  • National Saving & Investments *
  • ISAs
  • Unit Trusts and OEICS
  • Onshore and Offshore Bonds
  • With-profit Investments
  • Investment Trusts
  • Structured Products
  • Exchange Traded Funds
  • Fund-of-Funds
  • Enterprise Investment Schemes
  • Venture Capital Trusts
  • Real Estate Investment Trusts (REITs)
  • Portfolio Management

To discuss your Saving & Investment needs or to arrange a meeting directly, call us on 01225 581 222 or email info@premfp.com

* National Savings & Investments are not regulated by the Financial Services Authority.

Contact Us

Bath Office
Premier Financial Planning
1 Queen Square, Bath, BA1 2HA

Corsham Office
Unit 12 Pickwick Park, Park Lane,
Corsham, Wiltshire, SN13 0HN

Tel: 01225 581 222
Email: info@premfp.com
Web: www.premfp.com

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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

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