We take the security of client data very seriously and have developed our client portal to ensure that we have a safe and secure way to communicate with clients.
Please click on the button below for access.
(If you are a new user, please call our office on 01245 847900 or speak to your adviser to register)
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.
Please watch the video for more information on the Primera Wealth Management client portal.
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.