W R Financial Management Ltd

At Prismatic Wealth, we are committed to putting our clients at the heart of everything we do. With over 40 years of experience, our team of advisers and staff have helped individuals and businesses in the North East and beyond achieve their financial goals. Our approach is straightforward and jargon-free, with a focus on building long-term relationships with our clients.

Our Story

Prismatic Wealth is a firm of Independent Financial Advisers, providing valued financial planning advice to individuals and businesses across a wide range of services. Our expertise spans pensions, investments, employee benefits, savings, and protection, and our team of specialist advisers are dedicated to helping you achieve your financial objectives.

Our Services

We offer a range of services designed to help you achieve your financial goals. Our services include:

Pensions

Our team of experts will help you plan for a comfortable retirement by advising on the best pension options for your individual circumstances.

Savings & Investments

Whether you're looking to save for a specific goal or simply want to grow your wealth, our team will help you develop a tailored investment strategy.

Employee Benefits

As a business owner, your time is best spent doing what you do best. Our team will help you design an employee benefits package that attracts and retains top talent.

Protection

We all face unexpected events in life, which is why it's essential to have the right protection in place. Our team will help you develop a protection strategy that gives you peace of mind.

Auto Enrolment

Auto enrolment helps people save for later life through a workplace pension. Our team will guide you through the process and help you make the most of this valuable benefit.

Meet the Team

At Prismatic Wealth, we're proud of our team and the expertise they bring to every client interaction. Our team includes:

• Graham Laverick, Managing Director, DipPFS
• Gillian Mackenzie, Director and Chartered Financial Planner
• Vicky Harrison, Operations Director, DipPFS

Getting Started

If you're looking for expert financial advice, we'd love to help. Contact us today to find out how we can help you achieve your financial objectives.