Based in Marlow, Premier Financial Management is a privately owned financial planning practice that has been providing independent financial advice to individual and corporate clients since 1999.
We are proud to have been awarded Chartered status by the Chartered Insurance Institute, one of fewer than 1,000 UK financial planning companies currently (August 2019) holding this honour. As a Chartered Firm we endorse the Chartered Insurance Institute and the Chartered Institute for Securities and Investment code of ethics.
All of our advisers hold individual chartered or certified adviser status, with six being Fellows of the Personal Finance Society. With over 90 years' experience in financial services between them our advisers have built long-standing connections, some going back more than 20 years, and have developed many cross-generational client relationships. Our qualifications and experience 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 our advisers supported by a highly qualified and experienced team of analysts, 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 solicitors and accountants to help with every aspect of your financial needs.