At Prime Wealth, we take pride in being a firm of independent financial advisers, dedicated to assisting individuals, business owners, and trustees with a broad range of financial planning, investment, retirement, and estate planning needs. Our approach is unique, and it's what sets us apart. We simplify the complex, cut through the jargon, and provide accurate, honest advice to help our clients prosper over the long term.
Our Approach
We take the time to understand our clients' individual requirements and are flexible in our approach to meeting their needs. We work with honesty and integrity, and we care about the people and businesses we work with. We believe in treating our colleagues, clients, and partners how we would like to be treated. We pride ourselves on delivering a service in line with our brand values and take great satisfaction in seeing our team embrace these values to build the successful firm we are today.
Our Services
We offer a range of services designed to help our clients achieve their financial goals. Our structured approach ensures that we provide consistent and appropriate planning, taking into account our clients' short, medium, and long-term goals. Our services include:
- Independent Financial Advice: We provide financial planning that covers the entire marketplace, ensuring our clients receive advice tailored to their specific needs.
- Financial Planning: Our financial planners have access to advanced lifetime cashflow modelling software, enabling us to map out our clients' financial future.
- Investment: We establish investment goals, consider current situations, and recommend the correct tax wrapper to meet our clients' objectives.
- Pensions and Retirement: We have in-house defined contribution and defined benefit (final salary) expertise, helping our clients plan for their retirement.
- Estate Planning: We help our clients ensure that their loved ones receive their legacy in a protected and tax-efficient manner.
- Company Owners: We have a wealth of experience looking after the financial planning needs of company owners.
Our Team
Our team is led by Glen Callow, the Director of Prime Wealth, who works out of both our offices. Glen has a passion for the design and implementation of an advice process that not only considers traditional financial planning vehicles but also integrates both tax and legal specialists to cover a far wider range of services than that delivered by a traditional financial planning firm.
Callum O'Rourke, a Chartered Financial Planner, supports Glen in delivering quality, independent financial advice and manages a portfolio of clients of his own. Callum brings with him experience of dealing with high net worth individuals and corporate clients.
Our Partners and Accolades
As the wealth management arm of Prime Accountants Group, we have the ability to draw on a depth of knowledge in Financial Planning, Tax, Legal, and Accountancy services all under one roof. We are proud to be an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority.
Our Commitment to the Community
We recognize that, as a local business, we have a responsibility to the local community. We take our role within the wider community seriously and have been involved in a number of fundraising and charity projects throughout recent years.
Conclusion
At Prime Wealth, we are committed to providing a service that is in line with our brand values. We pride ourselves on delivering a service that is honest, transparent, and tailored to our clients' individual needs. We are passionate about making a tangible difference in the lives of our clients and are dedicated to helping them prosper over the long term.
