Premier Financial Planning


Tel: 01225 581 222
Premier Financial Planning

Personal Protection

With so many options available, making the right decision to protect your personal and financial situation can seem overwhelming. There is a vast selection of protection products which can be utilised to provide peace of mind and financial security should you suffer from ill health, a critical illness or premature death.

As a firm of independent financial advisers, we are able to research and compare the whole market. We will take the time to understand your current circumstances and where you want to be in the future. We will explain the various options and make a recommendation based upon your individual situation.

Business Protection and Corporate Financial Planning

It goes without saying that companies require specialist financial planning advice, whether it be in relation to protecting the business should anything happen to any of the key members of staff, or simply enhancing employee benefits.

We can offer a wealth of corporate financial planning advice to small and medium-sized businesses and can undertake the majority of the work for you.

At Premier Financial Planning we feel that it is essential that business owners and Directors are aware of their employee obligations both now and in the future. We provide ongoing advice and support, ensuring that our clients are regularly updated with changes in taxation and legislation.

Life Insurance

  • Whole-of-Life Assurance
  • Level Term Life Insurance
  • Family Income Benefit
  • Decreasing Term Life Insurance
  • Critical Illness Cover

Personal Protection

  • Income Protection
  • Long-term Care
  • Accident & Sickness
  • Unemployment
  • Private Medical

Business Protection

  • Partnership Protection
  • Shareholder Protection
  • Key Person Protection / Keyman Insurance

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

Our Digital Magazine

To download our complimentary financial magazine simply register your name and email address below.

Financial News

Cookie Policy       Privacy Policy       Disclaimer       Bookmark and Share

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.

© 2015 Premier Financial Planning. All rights reserved. Website Design by Goldmine Media