Business Details
16 Years
experience
Independent Financial Advisers in Corsham
Established in 2010, Premier Financial Planning delivers independent financial planning and investment advice to private, trustee, and corporate clients. Our approach combines cutting-edge technology with a client-focused ethos, ensuring recommendations are tailored to individual circumstances. Our team holds Level 4 qualifications (DipPFS) and operates under the authorization of the Financial Conduct Authority, guaranteeing impartial advice free from external influence.We prioritize long-term relationships, conducting detailed financial reviews to align strategies with evolving life goals. Our holistic methodology integrates retirement planning, wealth management, and mortgage advice, supported by a network of legal and accounting professionals. This structured process, underpinned by honesty and integrity, has earned us consistent client referrals and professional recognition.
Services
Retirement Planning
Pension Advice
Wealth Management
Mortgage Advice
Life Cover
Details
- Year established: 2010
Highlights and features
- We offer independent, unbiased financial advice regulated by the FCA
- Our team holds Level 4 qualifications (DipPFS) in financial planning
- We combine advanced technology with personalized service delivery
- We maintain a network of professional accountants and legal experts
- We conduct regular financial reviews to adapt to changing circumstances
Associations and certifications
- Financial Conduct Authority
What people say
Invaluable resource
Professional and approachable
Market leading rates
Seamless consolidation
Exemplary service
Services
Retirement Planning
Our retirement planning service creates tailored strategies to ensure financial security in later life. We assess current pension provisions, risk tolerance, and lifestyle goals to develop sustainable withdrawal plans. With expertise in pension sharing orders and inheritance tax mitigation, we help clients navigate complex retirement decisions while maintaining regulatory compliance through FCA-approved processes.
Wealth Management
We provide comprehensive wealth management solutions for asset growth and preservation. Our process begins with detailed risk profiling to create diversified investment portfolios aligned with individual objectives. We monitor market conditions continuously, adjusting strategies to optimize returns while maintaining appropriate risk levels for both personal and corporate clients.
Mortgage Advice
Our mortgage advisory service covers residential and buy-to-let financing solutions. We analyze market-leading products to secure competitive rates tailored to clients' financial circumstances. From first-time purchases to complex property portfolios, we provide transparent advice on affordability assessments and long-term mortgage strategy planning.
Life Cover
We design life insurance solutions to protect families and business interests against unforeseen circumstances. Our approach evaluates individual needs to determine appropriate coverage levels and policy types. We offer ongoing reviews to ensure protection plans remain aligned with changing personal circumstances and financial commitments.
People
David Mayne
Financial Adviser
David Mayne provides expert financial guidance with particular expertise in retirement planning and investment strategies. He takes a client-centric approach, explaining complex financial concepts in accessible terms while maintaining rigorous compliance standards.
Questions
What financial services do you specialize in?
We specialize in retirement planning, wealth management, mortgage advice, and life cover solutions tailored to individual and corporate clients.
How are your financial advisers qualified?
Our advisers hold Level 4 qualifications (DipPFS) and are members of the Chartered Insurance Institute, ensuring professional expertise.
What areas do you cover?
We operate throughout the South West region from our Corsham and Bath offices, serving clients nationwide.
How do you charge for your services?
We operate a transparent fee-based model with costs clearly explained before any work commences.
Can you help with complex financial situations?
Yes, we have particular experience with pension sharing orders, divorce-related financial planning, and property portfolio financing.
