The most important thing for a customer is to make sure that they deal with an Independent Financial Adviser, who is not restricted in the Company’s and products, he or she can select for their client.
But, once you have chosen an Independent Financial Adviser, (IFA), like Premier Wealth Management, how do you tell the difference from one Adviser to the next?
The key to all customer service is the relationship that you have with the Adviser and the Firm, and in this regard, we believe that we truly offer the very best customer service to our clients through personal and friendly advice which is given in a way that is easy to understand.
Our Staff at our offices have a personal and friendly approach, whilst always ensuring that they efficiently deal with any issues or queries.
It is also important from a customer service point of view to understand what sort of service you are getting and what fees you will pay. Effectively “what do you get for your money?”
At Premier, we almost always ensure that an initial meeting is at nil cost to the client. We can’t begin to advise you unless we understand your situation and exactly what your objectives are. Once we have established your objectives and the advice you require, then we are able to explain in detail, how much we estimate our fees will be.
In relation to investment and pension portfolios, our fees are some of the lowest available in the market place, and we do not normally charge any extra fees for annual reviews, these are simply part of our customer service and are incorporated in our Client Agreement.
We have a wonderful client base, many of whom are considered by our Advisors as friends, and we very rarely lose a client.
Our Mission Statement………
We will do what we say and we will 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.
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.