Premier Wealth Management is a socially responsible company, we believe strongly in the ethic of helping both local and national charities through active fundraising.
In 2003 we established the Premier Wealth Management Foundation, through which the company donates a significant proportion of its profits to nominated charities.
Our staff regularly participate in charitable fundraising events, and our clients are unbelievable in their generosity and support for our fundraising efforts.
Over the last 10 years we estimate that we have raised in excess of £120,000 for good causes, and we intend to continue to do so. These are just some of the charities & good causes that we have supported over the last few years.
- Dreams Come True
- Macmillan Cancer Relief
- Queens Court Hospice
- Cancer and Leukaemia in Childhood
- Cancer Research
- I to I
- Southport FC Junior Football Team
- Francis Neilson Trust
- Christian Aid
- Children In Need
- Cancer Research UK
- Alzheimer’s Society
- Round Table
- Prostate Cancer Research
- Woodlands Hospice
- Breast Cancer Research
- Children with Leukaemia
- St Patrick’s School Churchtown
- The Galloway Blind Home
- Southport Rotary Club
- St Catherine’s Hospice
- Zoe’s Place
- Preston Rotary Club
- The Gorilla Conservation Fund
- The Poppy Appeal
- Rosemere Cancer
- Marie Curie
- Hesketh Round Table
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.