Business Details
18 Years
experience
Trusted Financial Advisers in Taunton
Premier Financial Planning has established itself as a trusted provider of comprehensive financial advice across the south of England. Our independent advisers specialise in mortgages, protection, pensions, retirement planning, and investment strategies, delivering tailored solutions to meet individual client needs. With a commitment to transparency and client-centric service, we offer home visits to accommodate busy lifestyles while maintaining rigorous professional standards under FCA regulation.Our team combines market expertise with a dedication to long-term client relationships, ensuring clients receive impartial advice aligned with their financial goals. Through continuous market research and personalised guidance, we help clients navigate complex financial decisions with confidence, supported by our regulatory oversight and industry accreditations.
Services
Mortgages
Protection
Pension Options
Retirement Planning
Investments
Details
- Year established: 2008
Highlights and features
- We offer independent mortgage advice covering the whole market
- Our FCA-regulated advisers provide home visit services for convenience
- Specialist pension and retirement planning expertise available
- Transparent fee structure with clear service charges
- Proven track record helping clients secure competitive financial products
Associations and certifications
- Financial Conduct Authority
What people say
Professional service
Saved money on life assurance
Clear explanations
Successful outcomes
Flexible home visits
Services
Mortgages
Our independent mortgage advisers help clients find competitive rates across the entire market. We specialise in first-time buyer mortgages, home mover solutions, and remortgaging strategies while providing clear guidance on borrowing capacity. Our FCA-regulated service includes comprehensive market analysis to secure optimal lending terms for each client's circumstances.
Protection
We provide tailored protection solutions including life assurance, critical illness cover, and income protection plans. Our advisers assess individual needs to determine appropriate coverage levels while maintaining cost-effectiveness. The service ensures financial security for clients and their families through carefully selected insurance products from leading providers in the sector.
Pension Options
Our pension specialists help clients maximise retirement savings through strategic planning and investment choices. We offer guidance on starting new pensions, consolidating existing arrangements, and optimising growth potential. The service focuses on building secure financial futures while maintaining flexibility for changing personal circumstances and market conditions.
Retirement Options
We advise on retirement income strategies including annuities and pension drawdown options. Our specialists help clients understand tax implications and investment choices while developing sustainable income plans. The service incorporates equity release solutions for those seeking to access property wealth during retirement planning.
Investments
Our investment specialists create tailored portfolios aligned with clients' risk profiles and financial objectives. We offer growth-focused and income-generating investment strategies with ongoing portfolio management. The service combines market research with personalised advice to help clients build and preserve wealth across different market cycles.
Questions
What financial services do you offer?
We provide mortgage advice, protection insurance, pension planning, retirement solutions, and investment management services.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA).
Do you charge fees for your services?
Our mortgage advice carries a £399 fee, with transparent pricing disclosed before service commencement.
Can you visit clients at home?
Yes, we offer home visits across the south of England for client convenience.
What areas do you cover?
We operate across southern England including Taunton, Exeter, Salisbury, and surrounding regions.
