Welcome toPremier 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.

Our Core Values

  • Core-Value-Icon Truly independent, unbiased advice
  • Core-Value-Icon A focus on long-term relationships
  • Core-Value-Icon Impeccable service
  • Core-Value-Icon Honesty & Integrity

Our Services

Premier Financial Planning offer holistic independent advice to both personal and corporate clients

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Retirement Planning & Pension Advice

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Our-Serivces

Investment & Wealth Management

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Life Cover & Financial Protection

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Our-Serivces

Independent Mortgage Advice

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Testimonials

Recent News

Planning to leave a family legacy?

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Investing during retirement

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Inflation-proofing your portfolio

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