Freeing you of financial burdens
We provide our clients multiple forms of communication with us.
The team are delighted to announce that we will carry out online web meetings with our clients. To compliment this service, our documents can be signed via a digital signature.
The Premier Partnership Limited provide impartial and honest financial advice or as we like to call it wealth planning, offering financial and investment planning. We offer services to our clients, such as investment and taxation advice along with pension and estate planning. We are also and Independent financial adviser.
We start by clarifying our fee structure and explaining the different ways we can help in relation to your financial and investment planning. Then we review your goals and compare them to your current portfolio which are all important to help with your wealth planning. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of experience, but we all have this in common- a commitment to ethics and integrity. We are qualified and have the required credentials, licences and authorities to operate in financial services. And you can count on unbiased recommendations and impartial guidance. You will have a dedicated financial adviser who will provide bespoke financial and investment planning.
Our investment process is designed to fully meet the needs and objectives of our clients. We utilise a wide range of investment solutions chosen from the whole of the market to meet our clients' needs. What this means is we have a full range of options to choose from. These range from full discretionary and bespoke investment options; to risk related model portfolios. Your financial adviser will sit with you and work out how we can assist with your wealth planning.
You may be aware that there have been a number of changes to the way in which you will be able to take your pension benefits. You may be confused about all the pension changes, or quite simply just need a bit of advice to choose the correct path – we can help.
As a client you can be confident that we will be able to assist in all aspects of wealth planning. Nothing is too big or small for the team here at The Premier Partnership Limited. We believe we have the right people to offer you a the best service.
We have invested heavily in our technology to provide our clients with an fantastic digital offering that supports our financial and investment planning with our clients.
We can deal with all your financial and investment planning matters. We are experienced in dealing with a range of circumstances and needs.
It is important that you know exactly what you are paying, when you will pay it and what you are paying for. We are transparent in our charges.
We love talking to our clients and have created multiple channels that enable our clients to get in touch with us how and when they want.
Take a look at the video to see how communicate with our clients.
It is never too early to get started on your financial and investment planning . Tell us more about your goals, and we will get you started on a plan to achieve them.
5 Pebble Close, Tamworth, B77 4RD, United Kingdom
Monday - Friday: 8:30am - 4:30pm
Copyright © 2021 The Premier Partnership Limited - All Rights Reserved.
The value of your investment can go down as well as up, and you can get back less than you originally invested.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE WILL WRITING AND TRUST ADVICE.
Complaints – If you are dissatisfied, you are entitled to make a complaint. Please be assured we treat complaints seriously. For your further protection, if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS). Full details of FOS can be found on their website at www.financial-ombudsman.org.uk
The Premier Partnership Limited is authorised and regulated by the Financial Conduct Authority (FRN 209446) Registered Office Address: 5 Pebble Close Amington Tamworth B77 4RD Registered in England and Wales No: 2794326.