Premier Wealth Managment Ltd

Premier Wealth Management is a firm of Chartered independent financial advisers based in Southport, providing expert advice on creating and managing investment portfolios. As a forward-thinking company, we pride ourselves on being reliable, approachable, and pro-active Independent Financial Advisers who will regularly review and adjust your investment or pension portfolio. Our team of qualified specialists is dedicated to offering a choice of all the methods of payment available, with fees that are exceptionally competitive and a service that is second to none. We are authorised and regulated by the Financial Conduct Authority, with a commitment to always being Independent Financial Advisers within the UK regulatory framework.

Our Services

At Premier Wealth Management, we offer a range of services, including investment portfolios, pension portfolios, ISAs, Trust/Charity investment, and Inheritance Tax planning. Our team of experts is well-equipped to advise on all areas, including Trust & Estate Planning, Pension Planning, Pension Transfer advice, Investment Portfolios, ISAs, Taxation & Trusts, and we advise a number of Charities on their short and long-term reserves.

Our on-going advice and support, together with the regular portfolio reviews, ensure that clients receive the best possible advice on their pension fund. We believe that clients should know exactly how their money is invested, with the maximum of clarity, and that clients should be able to rely on the fact that their money is being regularly reviewed and managed in order to ensure that it is constantly rebalanced. Furthermore, we think it is only fair for clients to expect to pay the lowest fees possible and to expect that their portfolio is matched to their personal objectives and attitude to investment risk from outset.

We are happy to discuss your investment, retirement, or tax planning requirements, and we believe that our service is not common place in the industry. Our guidance and advice are subject to the UK regulatory regime and are primarily targeted at customers based in the UK. We are committed to providing a professional, specialist advice in the modern world, and we believe that clients should expect to pay the lowest fees possible while receiving the best possible advice.