Whilst recently established, the Primera Wealth Management advisory team is led by Neil Donnelly who has over 25 years of experience in the financial sector, providing you with the reassurance that Primera Wealth Management has in-depth and up to date industry knowledge, as well as the most sophisticated financial monitoring systems and tools.
Primera Wealth Management boast a highly qualified team who are leading authorities in their fields. Long term associations within the financial sector have allowed us to form strategic relationships with financial organisations, enabling us to negotiate leading industry terms for the benefit of all our clients. What’s more, our independence means that we are able to search the whole marketplace without any restrictions. This flexibility enables us to investigate every available option and provide you with all the information you need to make an informed decision based on our research and recommendations.
As a Primera Wealth Management client, you will receive:
Primera Wealth Management’s support can:
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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