Premier Wealth Management, independent financial advisers Southport

“Always confirms agreements in writing promptly after a visit”

“Without doubt a first class Financial Investment Company”

“His staff and organisation are always very willing to help and deal with queries on a same day basis”

“Service in a professional way”

“Will contact us if there is something he needs to bring to our attention”

“Sets an annual review date and we review our investment strategy on an annual basis”

“I felt confident that he was acting with my best interests at heart”

“Takes inordinate trouble to ensure that (to me) complex issues are explained”

“There is a great team behind Adrian both in the office and activities he undertakes for charities.”

"I would like to Thank all the staff at Premier very much"

Premier Wealth Management is a firm of Chartered independent financial advisers based in Southport.

Our specialist team provide expert advice on creating and managing investment portfolios.

Whether you’re looking to grow or protect your wealth, we offer tax-efficient solutions to help you make the most of your investments.

With our specialisms in retirement and inheritance tax planning, we can also guide you through the important financial decisions needed for later life.

More about our services.

We are a forward looking Company

We are respected and recognised, both locally and nationally, regularly appearing in many of the national financial publications, as well as being quoted in the broadcast media. We are happy to discuss your investment, retirement or tax planning requirements with you.

Call 0345 60 77 300