Financial decision-making that radiates certainty
Premier Commercial Wealth are chartered financial planners based on the outskirts of Cardiff, South Wales. We provide wealth management and financial planning services to commercial and corporate clients to help them achieve their financial goals.
Our approach is to work closely with our clients and provide them with a tailored service that accounts for their circumstances and ultimate aims. With our extensive industry experience and high level of qualifications, we are able to assist our clients by helping them to plan for the future of themselves and their business effectively.
We are proud to have been awarded the status of Chartered Financial Planners by the Chartered Insurance Institute (CII), demonstrating our commitment to development of the knowledge of our team so we can continue to provide an excellent service to our clients.
Our clients’ interests are always at the heart of what we do. To see how we can help you make the best financial decisions to secure your future, give us a call today.
"I have worked with the team at Premier Commercial Wealth Management for a number of years for both my personal and business financial needs and always found them to be professional & reliable in all of my dealings with them. Most recently, the level of service experienced in how they worked in conjunction with my accountants to meet tax year deadlines exceeded my expectations! I have recommended their services in the past and would be happy to do so in the future."
"I have worked closely with Jeremy Reed, Jon Williams and the rest of the team at Premier Commercial Wealth Management Limited over the last couple of years and I have always found them to be an extremely professional, trustworthy and dependable organisation. In fact, I have recommended their services to a number of my clients, whether in relation to investments, trust & estate planning or pensions and I would have no hesitation in recommending their services to your organisation."
"I have been a client of PCWM since its founding and have been delighted with the level of service I have received and with the performance of my portfolios. Jonathan Williams has provided excellent advice consistently, and is always on the end of the phone if he is needed. I am looking forward to many years of excellent service from PCWM."
"My mother and I have been clients of Jonathan and the team at PCWM for just over 4 years. We were introduced when my father was dying, and he has helped us with the financial implications of my father's passing, both before and after his death.
During this difficult time, he has been consistently helpful (especially to my mother during the probate process), always willing to take the time to explain complex financial issues in language that we could understand, and his support has made a time that could have been overwhelming much easier for us. We continue to use his financial management services, and would unreservedly recommend Jonathan and his team to anyone looking for help in this area."
