I was able to retire from my employment at an early age. Whilst employed, I had contributed to a very good pensions scheme. I explained to Adrian my present and future financial concerns regarding my impending retirement. Adrian drew up a financial plan that clearly detailed my current and future financial position. Adrian explained the document to my wife and I, and there is no doubt it removed any concerns we held. My wife and I completed, independently, documentation which profiled our attitudes to risk. Thereafter we had a detailed meeting with Adrian, who advised on the most appropriate investment plan that tailored our approach to risk. Adrian recognised the concerns that my wife and I held regarding our future financial security. Three months after Adrian invested our funds he called a further meeting with us to advise on our financial investment and address any further questions we had. This meeting was extremely important to us as our future financial security was resting on the advice we had received. 12 months post our initial investment Adrian held a further meeting with my wife and I to review our investment and recommend any alterations to our investment plan. In the time that we have held the plan the returns have far exceeded our expectations. I am of the opinion that the costs for the advice and services that we received from Adrian and his staff is excellent value for money. Adrian and his staff are always available to offer support and advice. My wife and I are so pleased with the level of professionalism, courtesy and communication that Adrian evidenced to ourselves, that we have recommended his services to a number of other people, who I am aware have made use of the services offered by Premier Wealth Management. Without doubt a first class Financial Investment Company.
MW – Southport