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Independent Financial Advisers

Contact us: 01494 437557
info@priorityfinancial.co.uk
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PlantHands

About the company!

Priority Financial Planning Ltd is regulated by the Financial Conduct Authority and are committed to staying “Independent” so that we can continue to offer clients a totally unbiased and professional service with the choice of all products and providers within the marketplace.

Formed in 1986 to provide financial services for a long established insurance brokers, the company has grown from strength to strength. The company is now totally focused on the financial services sector as the insurance client bank was separated and sold some 10 years ago. This has enabled advice to be concentrated on the financial services sector required by our wide and varied client bank

 

Moneytree

How we can help you!

As a client of Priority Financial Planning Limited you can expect a complimentary first consultation to discuss your current situation, circumstances and aspirations. We will listen to any concerns you may have and we will gather information to help us build a picture of your financial goals. We will then advise you on what we feel is right for your circumstances, taking into account your existing portfolio.

Our relationship starts with focus on your initial needs and once these have been addressed we look at short, medium and long term aspirations and make recommendations to help you achieve your goals. We offer ongoing support, monitoring and development of your financial requirements and we offer a minimum of a yearly review (we are happy to offer more frequent reviews where circumstances and wishes dictate) to discuss the performance of your investments, together with a review of your goals and circumstances and we will offer advice accordingly. We aim to have a long term relationship with you and enjoy working with you throughout each phase of your financial journey.

Priority Financial Planning Limited are able to assist you in the following areas:

Investments Pensions Retirement benefits Life assurance

Health and income protection Personal tax planning

Inheritance tax planning

Whether you are looking for advice in a specific area or a full financial review, we are in an excellent position to help you. Whatever your goals we are happy to accommodate.

© Priority Financial Services Ltd