Financial Advice
Financial peace of mind for you and your family has never been more important, and in today's complex and uncertain world it has never been more necessary.
Taking financial advice will help you plan a more secure financial future.
Personal Financial Advice
Savings/Investments
To grow your savings and investments, take advice, invest for the long term, diversify your portfolio, and hold your nerve through the ups and downs of global markets.
History proves this works, time after time.
Savings & Investments
Retirement Planning
Retirement should be the longest holiday of your life, however, if you want to fully enjoy it, you will need to build up sufficient funds to match your retirement needs and objectives.
Don't leave your retirement fun to chance.
Pensions/Retirement Planning
Ethical Investing
With the rise in ethical investments now driving changes in global behaviours, the trade-off between ethical principles and sound investment performance has gone.
Invest for growth and global sustainability.
Ethical Investing
Family Protection
It’s comforting to know that we have people who care deeply about us. But how would they cope financially, if you were no longer around to provide for them?
Protect those you love and hold most dear.
Family Protection/Insurances
Estate Planning
Leaving assets to loved ones after your death can be problematic and costly if you have not made plans to mitigate certain issues when you are alive. Take advice before it's too late.
Don't let the taxman take your legacy.
Estate Planning/Wealth Protection
Home Purchase
Home purchase will probably be the largest one-off purchase you will make in your lifetime, so sourcing the right mortgage, tailored to you and your situation is crucial.
Take independent mortgage advice.
Home Purchase/Mortgages
Truly Independent Advice ● Whole of Market Access ● Tailored Solutions
Prism Financial Advice Limited is a long established, independent financial advice business with a wealth of experience, a nationwide presence, and long track record of providing tailored advice to both private and corporate clients, helping them to make the most of their money.
We understand that each client’s circumstances are unique, so getting to know you and understanding your current financial position and your future financial needs is central to the way we work. Experience has shown us that working together in this way is important if we are to develop tailored solutions that not only meet your stated requirements, but also provide you with financial peace of mind.
Personalised Service ● Jargon Free Advice ● Ongoing Support & Guidance
Currency Market Movements
Investment Market Movements
Announcements
Prism Financial Advice Limited has been voted as one of the top 100 financial advice firms in the UK for 2021 and again for 2022, in independent surveys carried out by the Financial Times.
Stephen Price Managing Director
When it comes to providing financial advice, our aim is to be the adviser of choice by providing tailored recommendations and solutions that consistently meet the needs and objectives of those who would engage our services.
Stephen Price Managing Director
Financial peace of mind for you and your family has never been more important and in today's complex and uncertain world it has never been more necessary.
Stephen Price Managing Director
Client Information Zone
Risk Warning: The value of your investments and any income you take from them can go down as well as up, and you may get back less than you invested. You should also note that past performance is not a reliable guide for future performance.
Get in Touch - 0191 461 9400
Independent Financial Advice, Tailored - Clear - Effective