About Us

Founded in 2005, Prism Financial Advice Limited are independent financial advisers with a nationwide presence and an enviable record of client satisfaction and loyalty.  

Prism Offices

Prism Financial Advice Limited are independent financial advisers with many years' experience of advising both private and corporate clients on a wide range of financial planning issues. Our knowledge of the financial marketplace is extensive with all our advisers achieving diploma standard or above with many having additional specialist qualifications.

Over the years we have built a strong reputation for sound, quality advice which has resulted in us being engaged as approved advisers to an increasing number of FTSE 100 companies together with many smaller organisations all wishing to provide tangible support to their employees.

As a business we have been voted as one of the top 100 financial adviser firms in the UK for 2021 and 2022, in recently introduced independent surveys carried out by the Financial Times.

As an adviser who is genuinely committed to giving you the best advice possible, we have a clear methodology when dealing with your affairs. Our approach is designed to keep you involved throughout the process, giving you confidence and peace of mind. Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success, as it gives focus and direction that guides strategy and decision making, which is where independent financial advice counts.

We take time to understand your financial priorities together with your short, medium and long-term financial goals. We will gather details about your financial circumstances, your existing investments, debts, state of health, future goals, risk tolerance and ultimately what you want from life. We will also take the pain out of the research required to pinpoint the most appropriate products or service to meet your aims and objectives.

Once we have gathered all the facts and completed the research, only then will we make recommendations and advise you on how to develop a tailored financial plan that will help you manage your finances, ensuring you and your family are financially protected.

We offer a nation-wide face to face service which means wherever you are in the UK we will have someone who will take the time to sit down with you and help you plan a secure financial future. A major benefit of this approach is that should you move in the future you can still have access to your Prism adviser and maintain continuity of advice as well as your special ongoing working relationship.

The face-to-face meeting can be arranged (individually or with your partner) at your home, your work or a mutually convenient location outside of these two venues.

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
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