Premier Financial Services

At Premier Financial Services, we understand the importance of securing a strong financial future for individuals and businesses alike. Our mission is to provide expert and reliable advice to help our clients achieve their financial goals, not just for today, but for generations to come.

Our Philosophy

Our philosophy is built around maintaining long-term, trusted relationships with our clients, showcasing distinct quality, integrity, and excellence. This approach has earned us the loyalty of our clients, with most new clients coming to us through personal recommendations from existing clients. We believe that even the most successful individuals and businesses need specialist advice on financial services from time to time, particularly during periods of volatility and legislative change.

Our Services

We provide a wide range of services to help our clients build, grow, protect, and preserve their wealth. Our areas of expertise include building and preserving wealth, managing cash and borrowings, personal protection against sickness and/or death, retirement planning, will writing* and estate planning, referral to specialist building & contents insurance, inheritance tax planning, and mortgage planning. We do not provide 'off the shelf' solutions; instead, we put our clients at the heart of everything we do.

Why Choose Us

Our team of experienced and expert advisers will work closely with you to understand your financial objectives and provide tailored advice to help you achieve them efficiently and effectively. We have carefully selected a range of products and services from other providers to complement and enhance the range of St. James's Place products on offer. We believe these providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect.

Get in Touch

If you're looking to secure your financial future, please get in touch to discuss your financial requirements in more detail. We would be happy to undertake a financial review without further obligation.