Premier Plus Ltd

At Premier Plus, we are a truly independent financial adviser company that has been working locally for our clients for over two decades. Our team of experienced professionals is dedicated to providing expert financial advice and guidance to help individuals and families achieve their long-term financial goals.

Our Services

At Premier Plus, we offer a comprehensive range of financial services designed to meet the diverse needs of our clients. Our services include:

Family Protection

We understand that the most difficult and challenging periods in people's lives are during bereavement, long-term illness, or the onset of a life-changing condition. That's why we offer Family Protection services, including insurance, wills, and trusts, to ensure that our clients' families are protected in the event of an unexpected loss.

Mortgages

Our highly experienced mortgage advisers provide expert, comprehensive advice to help our clients find the perfect mortgage to suit their needs. Whether you're looking to purchase a new home, remortgage, or switch to a better deal, we're here to guide you through the process and find the best solution for you.

Savings & Investments

Whether you're saving for a new house, your children's future, or just a rainy day, we have access to the full range of products and services to meet your needs. Our expert advice will help you make informed decisions about your savings and investments, ensuring that your hard-earned money is working for you.

Retirement Planning

With changing demographics and increasing life expectancy, retirement planning is more important than ever. Our team of experts will work with you to create a personalized retirement plan, tailored to your unique needs and goals.

Our Approach

At Premier Plus, we take the time to get to know our clients personally, understanding their individual circumstances and goals. We believe in building long-term relationships, and our experienced team is dedicated to providing exceptional service and advice throughout every stage of our clients' lives.

Our Process

At Premier Plus, we follow a structured process to ensure that our clients receive the best possible service. Our process begins with an initial meeting, where we discuss the terms of business and gather essential information about your financial circumstances and objectives.

Initial Meeting

In this initial meeting, we'll introduce ourselves, discuss the terms of business, and provide you with a business card with our contact details. We'll also present you with a letter detailing our services and method of operation.

Fact Find

During the fact-finding process, we'll gather as much information as possible about your financial circumstances and objectives. This includes your personal and financial details, policies, schemes, investments, mortgages, income, and expenditure. We'll also discuss your 'Attitude to Risk' and understand how you feel about risk and its impact on your objectives.

Client Identification

As required by legislation, we need to verify your identity and address. Please have available evidence of your identity and address, such as your passport or driving licence and a utility bill in your name.

Questions and Next Steps

If you have any questions during the process, please don't hesitate to ask. We're here to guide you through every step of the way. We'll also explain the next steps in the advice process and discuss any fees that may be due at outset.

Research

If necessary, we'll forward your authorization to the relevant product providers. We'll analyze the additional details issued by the provider and may need to revert back to you for further information and ask your permission to liaise with other professional advisers.

Recommendation

Using internal and external technical research, we'll prepare a personalized recommendation tailored to your individual objectives. This will be assessed against your attitude to risk, time horizon, associated costs, and budget.

At Premier Plus, we're committed to providing exceptional financial advice and guidance to help our clients achieve their long-term goals. We believe in building long-term relationships, and our experienced team is dedicated to providing exceptional service and advice throughout every stage of our clients' lives.