Freeing you of financial
We provide our clients multiple channels of communication with us.
The team are delighted to announce that we will carry out online web meetings or telephone and hopefully personal meetings with our clients. To compliment this service, our documents can now be signed via a digital signature.
The Premier Partnership Limited as an Independent Financial Adviser provide impartial and honest advice or as we like to call it wealth planning. We offer a full range of services to our clients, such as investment, pension, estate planning, legal and probate advice.
We start by reviewing your objectives and requirements 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 circumstances. We would then be in a position to clarify our fee structure with a clear and transparent proposal.
Our team is comprised of people with a wide range of experience, but what we all have in common is a commitment to ethics and integrity. We are qualified and have the required credentials, licences and authorities to operate in financial services. You can count on unbiased recommendations and impartial guidance from 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. These range from full discretionary and bespoke investment options; to risk related model portfolios. Your financial adviser will work with you to establish how we can assist with your investment planning.
You may be aware that there have been a number of changes to the way in which you are able to take your pension benefits. You may be confused about changes in pension legislation, 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 financial planning. Nothing is too big or small for the team here at The Premier Partnership Limited and we believe we have the right team to offer you a personal service.
We have invested heavily in our technology to provide our clients with a 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 fully transparent in our charges.
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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, Amington, Tamworth, B77 4RD
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.