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.
Premier Financial Planning offer holistic independent advice to both personal and corporate clients
Premier Financial Planning has proved to be an invaluable resource for all aspects of our financial planning. They have taken the trouble to get to know us and our needs properly before suggesting a plan of action. David speaks in plain English and genuinely seems to relish the task of restructuring our finances to improve our quality of life. I would recommend David and his team at Premier Financial Planning without reservation.
As first time buyers new to the housing marking, applying for a mortgage seemed a fairly daunting prospect. David was generous with his time and experience in helping us make the right decision. He has excellent market knowledge and provided several options so we felt we had the final choice of how to proceed.
I was recommended to speak to David about my pension requirements as I was looking to retire imminently and needed someone to explain my options in a clear manner. David was very professional and took the time and trouble to explain the process and my options. I am very happy with the solutions that he provided and like his approach and attention to detail. I have recommended Premier Financial Planning to a number of my colleagues as I think their service is first class and they always look to provide the best solution for their clients
Navigating the intricacies of the pension system during divorce is daunting, but I found the service offered by David Mayne and his team to be exemplary. David is knowledgeable, efficient, pleasant and seems really interested in the individual client. Everything proceeded in just the way he had outlined, and what could have been a trying process, was remarkably easy. I’m not sure that I was either able or willing to undertake the remarkable amounts of paperwork involved in pension sharing, but all of it was handled professionally and efficiently on my behalf. Most of the time, I just had to sign on the dotted line. I wholeheartedly recommend Premier Financial Planning as an invaluable resource for anyone needing assistance with a pension sharing order.
The service offered by David and his team cannot be faulted over the past several years. Six buy to let properties later, with all mortgages at market leading rates, we would never consider moving anywhere else. We were kept up to date and informed at every stage of the mortgage application process and are impressed with the communication and product and market knowledge offered to us.
was fortunate to have found Premier Financial Planning a few years ago and have been working with David ever since. I’ve found the quality of service offered by the company second to none. This began from day one with a seamless consolidation of my pension funds, through to today where I have made various queries and have received a speedy & friendly response. During our financial reviews, David is able to convey financial information in an easily understood form. What also strikes me about David is the genuine care and interest he takes in helping with both my near and longer term financial concerns. I’d happily recommend Premier Financial Planning to anyone.
David Mayne and his team at Premier Financial Planning were recommended to my wife and I five years ago when I inherited some money and needed investment advice. We haven’t been disappointed. Having no previous experience of financial planning, we needed someone we could trust to steer us through the minefield of investing our money. Premier Financial Planning did exactly that. David listened to our desires, expectations and attitude to risk, before formulating a plan. I would thoroughly recommend Premier Financial Services to anyone seeking sound financial advice from a company they can trust.
David has recently arranged my new life insurance policy. He was very approachable and explained everything clearly and in a way that I understood. His advice was concise and pitched at the right level which made me feel confident and secure in knowing that the policy he recommended and arranged was correct for my requirements. I would have no hesitate recommending David to any contacts of mine looking for financial advice and I will definitely be going back to him for further advice in the future. Thanks for all your help.