We truly listen to your aspirations and pride ourselves on our bespoke approach to helping you get there.
Each and every Primera Wealth Management client receives a service that is completely tailored to their individual needs. At Primera Wealth Management, we understand that things change – both personally and within the marketplace – so we proactively manage your finances throughout every life stage and financial situation.
We offer an individual, personalised service and build long term relationships based on trust, reliability and consistency. No two individuals are the same and we know that listening to you and understanding what you want from your finances is the most important starting point for us as your trusted financial adviser.
Even the most technically sound investment strategy might not work unless you, as a client, understand the implications of your financial decisions. That’s why we guarantee to speak to you in plain English, so that you fully understand the steps involved in helping you reach your financial goals.
Primera Wealth Management offers an initial, no obligation, fact-finding meeting. This provides you with the opportunity to meet our team, discuss your financial aspirations and address any concerns or issues that you may have. The initial meetings are designed to give you an insight into our approach to financial management. Should you proceed with us we will always agree our costs with you before undertaking any chargeable work.
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
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