Primera Wealth Management is based in Essex and was formed by leading financial advisory figures, the practice providing a bespoke and personal service to help you plan and achieve your financial aspirations.
Please take a look around our website, where you will find information outlining the particular services we offer, news stories, an introduction to our team and an overview of the key benefits of becoming a client of Primera Wealth Management.
Whether you are buying a house, planning your children’s education or putting safeguards in place for your retirement we provide the confidence that you are making the best decisions.
You can trust Primera Wealth Management to work with you to help you create and manage the resources you and your family need to fulfill their life and business aspirations.
As a client of Primera Wealth Management, you can rest assured that all of your interests are being taken care of by dedicated experts who spend the time to gain a true understanding of both your aspirations and how to get you there.
You are about to leave the website of Primera Wealth Management and view the content of an external website. Primera Wealth Management cannot be held responsible for the content of external websites.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning and taxation advice.
Primera Wealth Management, Dutch Barn, Ford End, Nr Chelmsford, Essex, CM3 1LN.
Tel: 01245 847 900
Monday - Friday: 9am - 5pm
Saturday/Sunday: Closed
Primera Wealth Management is a trading style of Primera Wealth Management Limited. Primera Wealth Management Limited Registered in England and Wales No 107284999. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY. Primera Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Primera Wealth Management is a wholly owned subsidiary of Perspective Financial Group Ltd.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK Should you have cause to complain, and you are not satisfied with our response to your complaint you V1 2021 may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk
Copyright © 2017 - All Rights Reserved.