Aim high and trust us to deliver.
We are a forward thinking company
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.
If you are looking for a team of reliable, approachable and pro-actice Independant Financial Advisers who will regularly review and adjust your investment or pension portfolio then you have come to the right place!
Tax efficient investment
The Office of Public Guardian
“Always confirms agreements in writing promptly after a visit”
MB – Skelmersdale
Get in Touch
We are happy to discuss your investment, retirement or tax planning requirements with you.
On investment portfolios, pension portfolios, ISAs, Trust/Charity investment and Inheritance Tax planning.
The on-going advice and support that we give to clients, together with the regular portfolio reviews is certainly not common place in the industry!
As Independent Financial Advisers, we are able to offer you a choice of all the methods of payment available.
Our fees are exceptionally competitive, we normally do not charge for an initial interview. We believe that the service we provide is second to none and we also believe that our investment portfolios are run and managed on the lowest possible charges.