Creation Management Preservation

“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"

Creation, Management, Preservation

Welcome to Premier Wealth Management, Specialist Independent Financial Advisers, our Head Office is based in Southport. 

We advise predominantly on the creation and management of investment and pension portfolios. We offer specialist advice to clients who want to ensure that they achieve as much growth as possible from their investments, whilst also managing and reducing volatility as much as possible. We also have specialisms in inheritance tax planning and retirement planning.

See our Budget Report

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 0845 6077300