Premier Financial Management Ltd
was established in 1999. It is privately owned and has no association with any financial product provider. The practice operates from offices in Marlow, Buckinghamshire. There are three authorised advisers and a support team.
The focus of Premier Financial Management Ltd has always been on providing its clients with holistic advice and active on-going management of their financial affairs.
Our clients include CEOs of listed companies, members of the Lloyds insurance market, accountants, lawyers, entrepreneurial business owners and a foremost organization in the medical field.
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.
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:
Premier Financial Management is a trading style of Premier Financial Management Ltd which is authorised and regulated by the Financial Conduct Authority.
Premier Financial Management Ltd is entered in the Financial Conduct Authority's Register under register number: 189921
Premier Financial Management Ltd Registered Address: 18 Oxford Road, Marlow, SL7 2NL. Telephone 01628 485050
Premier Financial Management Ltd is a Limited Company registered in England and Wales, company registration number 3350242. Registered office as above.