Our experience shows that you want “plain English”; you don’t want to be confused with financial jargon. Our straight-talking approach shows honesty, integrity and humility, values on which we base our business.
If you choose to become a Primary Financial Management client, we will work with you to develop, implement and maintain a comprehensive financial strategy to meet your personal and business needs. This will assist you and your family in maintaining and growing your wealth, supporting your lifestyle and protecting against risks.
Offering a truly personal and professional service and using the latest technology we are able to offer meetings at a time to suit your needs and at a place of your choice be it at your home, place of work or at our office.
is asked to speak at many seminars and courses where valuable knowledge is passed on to help individuals understand the importance of making the right financial decisions.
Our aim is to help you take the guesswork out of your financial future by providing a strategy and framework to ensure your objectives are achieved.
“Put simply our process provides a strategy for you to Protect and
Primary Financial Management
website. We are ready and waiting to provide you with all the expert advice and guidance you need. Our attention to detail and professional approach to putting your finances in order has enabled us to build an enviable reputation for delivering a first class service in a helpful and friendly way.
Please feel free to browse our website and contact us with any questions, we are only to happy to help you with your financial requirements.
Clearly set out how you want to provide for your family.
We will need to keep personal and financial information with regard to your circumstances on file (electronic and/or paper based) as required to be able to advise you as to your financial planning needs. We confirm that this information will not be used, or transferred by us to any other firm or company with the exception of Financial Ltd. and the product provider. We may also provide information to the FSA upon request.
Where business services are provided to the firm by third parties then circumstances may arise which warrant the disclosure of more than just your basic contact details. On these occasions such as processing business, and obtaining compliance and regulatory advice you agree that personal information held by the firm may be disclosed on a confidential basis, and in accordance with the Data Protection Act 1998, to such third parties. You agree that this information may be transferred electronically, e.g. e-mail. You also agree that we or any such company may contact you in future by any means of communication which we consider appropriate at the time.
We keep records of our business transactions for at least five years.
