Your trusted partner in achieving your financial goals
Premier Investment Management Services Ltd, established in 1997 and incorporated in 2012, offers quality investment advice to personal investors based in the Cambridgeshire area. Led by experienced industry professional Lance Sharman, the company boasts over 25 years of expertise in the investment field.
Our Mission
Our primary goal is to empower investors by providing tailored investment plans that align with individual needs and aspirations. We believe in open communication and transparency, ensuring clients are fully informed every step of the way.
What We Offer
- Investment Advice: Receive personalized recommendations on building a diversified portfolio that aligns with your risk tolerance, investment goals, and financial situation.
- Execution Only Service: For investors who prefer to make their own investment decisions, our Execution Only service offers access to a vast range of quality funds at significantly reduced charges.
- Financial Express: Access a comprehensive online platform offering research tools and real-time market data to empower investors to make informed choices.
Our Expertise
We understand the importance of a holistic approach to wealth management. Our expertise extends beyond traditional investment services to include:
- Taxation: Partnering with trusted professionals, we can help optimize your investments for tax efficiency.
- Wills & Trusts: We can guide you through the process of establishing these vital financial documents to ensure your wealth is protected.
Our Values
Integrity, professionalism, and client-centricity lie at the heart of our operations. We are committed to:
- Confidentiality and security of client information.
- Transparent and clear communication.
- Delivering exceptional client service.
Investing for a Better Future
At Premier Investment Management Services Ltd, we are dedicated to helping you achieve your financial goals and build a secure future. Contact us today to schedule a consultation and discuss your individual needs.
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