About us

Why Premier Wealth Management?

Premier Wealth Management was established in 2001 with the aim of providing professional, specialist advice in the modern world.

Not all Advisers are independent, some are tied to individual Companies or a small panel of Companies with whom they work, but despite all the changes in Financial Services over the last 20 years or so, Premier Wealth Management remains committed to always being Independent Financial Advisers within the UK regulatory framework.

All of our Advisers have a very high level of qualifications in Financial Services, well in excess of the minimum requirements of the FCA. We have specialists in most areas, including Trust & Estate Planning, Pension Planning, Pension Transfer advice, Investment Portfolios, ISAs, Taxation & Trusts and we also advise a number of Charities on their short and long term reserves.

Over the last 15 years, we have also developed a system of investing that is almost unique to Premier Wealth Management. We believe that clients should know exactly how their money is invested, with the maximum of clarity, but also that clients should be able to rely on the fact that their money is being regularly reviewed and managed in order to ensure that it is constantly rebalanced. Furthermore, we think it is only fair for clients to expect to pay the lowest fees possible and to expect that their portfolio is matched to their personal objectives and attitude to investment risk from outset.

Whether you are investing for growth, or income, you are looking to receive the best possible advice on your pension fund, you are seeking to maximise tax efficiency or indeed, you are looking to plan for inheritance tax or establish Trusts, we sincerely believe that you can’t do any better than seek the advice of an Adviser of Premier Wealth Management.

Over the years, the Company has developed quite a reputation and has regularly contributed or being quoted in high profile, local and national media. This includes, BBC1 Breakfast News, Radio 4 Moneybox, Financial Mail Live Conference, Financial Mail on Sunday, The Telegraph, The Times, The Manchester Evening News, The Scotsman, local radio in the UK and Ireland, as well as many more local publications.

Our Managing Director, a Fellow of the Personal Finance Society, has been named amongst the top 100 most influential IFAs in the country on 7 occasions. In 2011 and 2012, the Firm was named as one of the top 25 IFAs in the North West.

Over the years, Premier Wealth Management has achieved many accolades and awards, but what we pride ourselves on the most, is the feedback and compliments that we receive from our clients.

The main source of new clients to the Company remains recommendations from existing clients of the Firm.

Our mission statement is….. “we do what we say and we do it when we say we’ll do it, we provide you with clear, forward focused investment advice, we create, manage and tax efficiently preserve your wealth”