Business Details
Your Trusted Financial Advisers in Stockton-on-Tees
Prismatic Wealth has over four decades of experience delivering practical financial planning advice to individuals and businesses across the North East and beyond. As fee-based independent financial advisers, we specialise in pensions, investments, employee benefits, savings, and protection. Our client-centric approach focuses on understanding individual needs to create tailored financial plans that empower long-term decision-making. We prioritise clear, jargon-free communication and maintain strong local community ties through our approachable team of professionals. 
Services
Pensions
Savings & Investments
Employee Benefits
Protection
Auto Enrolment
Highlights and features
- We have over 40 years' experience in financial planning
- We operate as independent financial advisers
- We create tailored financial plans for individual needs
- Our team maintains a friendly, approachable manner
- We are regulated by the Financial Conduct Authority
Associations and certifications
- Financial Conduct Authority
Services
Pensions
Our pension services help clients save effectively for retirement through tailored workplace and personal pension schemes. We specialise in auto-enrolment compliance and retirement income strategies. With expert guidance, clients can maximise their pension contributions and optimise their financial security in later life.
Savings & Investments
We provide strategic savings and investment solutions to help clients grow their wealth over time. Our services include portfolio management, risk assessment, and diversified investment options. Clients receive personalised advice to align their investment choices with their financial objectives and risk tolerance.
Employee Benefits
Our employee benefits services help businesses implement competitive pension and insurance packages for their staff. We specialise in simplifying complex schemes for employers and employees. These solutions enhance workplace satisfaction while meeting regulatory requirements and financial planning needs.
Protection
We offer comprehensive protection services to safeguard clients against financial risks through life insurance and critical illness cover. Our approach balances affordability with adequate coverage levels. Clients receive tailored advice to ensure their protection plans match their personal circumstances and family needs.
Auto Enrolment
Our auto-enrolment services help businesses comply with pension legislation while supporting employees' retirement savings. We provide scheme selection, implementation support, and ongoing compliance monitoring. Employers benefit from simplified processes while employees gain access to structured pension arrangements.
People
Graham Laverick
Managing Director
With extensive industry experience, Graham provides expert financial guidance while managing company operations. He specialises in navigating complex financial services for client benefit.
Gillian Mackenzie
Director and Chartered Financial Planner
Gillian builds long-term client relationships through tailored financial planning solutions. Her expertise ensures practical strategies that align with client objectives.
Vicky Harrison
Operations Director
Vicky oversees critical business functions including compliance, finance, and operations. Her strategic management ensures smooth organisational performance across all departments.
Simon Daykin
Investment Director
Simon designs financial solutions while leading investment strategy. His dual role combines client advisory services with expert investment committee leadership.
Joanne Pearson
Chartered Financial Adviser
Joanne simplifies pensions and investment advice for clients. Her clear communication helps individuals make informed financial decisions.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, employee benefits, savings, and protection planning tailored to individual and business needs.
Are you regulated by financial authorities?
Yes, we are regulated by the Financial Conduct Authority as an Appointed Representative of Priswm Limited.
How do you create financial plans?
We develop plans by understanding your current situation, objectives, and timescales to create practical, tailored financial strategies.
Do you work with local businesses?
We serve clients in the North East and beyond, supporting both local businesses and individuals with financial planning needs.
Can you help with workplace pensions?
Yes, we provide auto-enrolment solutions and employee benefits advice to help businesses meet pension obligations.
