Welcome

Premier Financial Management is a privately owned financial planning firm that has been providing independent financial advice to individual and corporate clients since 1999. We are based in Marlow.

We are proud to have been awarded Chartered status by the Chartered Insurance Institute, one of fewer than 900 UK financial planning companies currently (March 2017) holding this honour.

Our advisers all hold individual chartered or certified status, 3 of which are Fellows of the Personal Finance Society. We endorse the Chartered Insurance Institute’s and the Chartered Institute for Securities and Investment’s code of ethics. Our advisers have over 90 years’ experience in financial services and have built long-standing client relationships, some going back more than 20 years – we are therefore a cross-generational family office. Our qualifications and experience often enable us to add considerable value to our client’s decision-making.

A very important aspect of our client engagement is our team approach, with the advisers supported by our highly qualified and experienced team of analysts and researchers, account managers and administrators.

As Independent Financial Advisers our business has no links or ties to any provider and we can access products and services from across the whole marketplace.  We also have long-standing relationships with other professionals such as mortgage advisers, solicitors and accountants to help with every aspect of your financial needs.

 

There are two strands to our business:

1. Individual Financial Planning including;

  • Holistic financial advice, including cash flow modelling
  • Investment Advice
  • Retirement Planning
  • Inheritance Tax Planning
  • Life and Health Protection
  • Tax Planning

 

2. Corporate Services, including;

  • Group Pensions and Automatic Enrolment
  • Employee Benefits
  • Key Person and Business Protection
  • Executive Financial Counselling and Financial Education Seminars

 

Although our office is in Marlow, and we act for many clients in the local area, we also act for London clients. We have a high degree of client expertise in both the Lloyds of London and the medical professions.

Please contact us to find out more about our services and how we can help you, or to discuss your business, and how it may benefit from high quality financial planning.

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