Our advisers

We have a team of highly qualified Advisers, with specialisms in many areas. We have Chartered Financial Planners, Pension Transfer Specialists, Advisers with qualifications in Equity Release and Long Term Care provision, together with specialisms in investment portfolio management, including qualifications in Discretionary Fund Management, and also, Advisers who are specialist in Trust and Charity investment.

At Premier, we are experienced at working closely with Solicitors and Accountants in order to provide their clients with the best investment advice at times when they most need it.

Working closely with Solicitors and Accountants, we promise to deliver the very best advice in the clearest terms, reflecting at all times, the professional relationship between the Solicitor/Accountant and their client.

To view the profile of one of our specialist Advisers and their Statement of Professional Standing, please click on their name.

 

Jennifer dunk fpfs

Jennifer Dunk FPFS

Adrian shandley fpfs

Adrian Shandley FPFS

Elizabeth hirst dippfs

Elizabeth Hirst DipPFS

Get in touch

We are happy to discuss your investment, retirement or tax planning requirements with you.

Premier Advice

On investment portfolios, pension portfolios, ISAs, Trust/Charity investment and Inheritance Tax planning.

Premier Consultation

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!

Premier Quote

As Independent Financial Advisers, we are able to offer you a choice of all the methods of payment available.

Premier Value

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.