Empowering your business, one connection at a time.
Premier Financial Planning is an independent financial planning and wealth management firm based in Bath, serving clients throughout the South West. We provide comprehensive and personalized guidance to individuals and businesses on all aspects of financial planning, with a focus on building long-term relationships and delivering exceptional client service.
Our Approach
Our approach to financial planning is collaborative and client-centered. We take the time to understand your individual needs, goals, and values to tailor a plan that aligns with your unique circumstances. We believe in open communication, transparency, and building trust with our clients.
1. Retirement Planning & Pension Advice
- Guidance on maximizing defined benefit and defined contribution plans
- Pension consolidation and optimization strategies
- Retirement income planning and withdrawal strategies
2. Investment & Wealth Management
- Tailored investment portfolios based on risk tolerance and goals
- Wealth management services for individuals and businesses
- Comprehensive risk assessment and planning
3. Life Cover & Financial Protection
- Review of existing insurance coverage
- Recommendations for additional coverage as needed
- Guidance on claim processes and procedures
4. Independent Mortgage Advice
- Competitive mortgage sourcing and comparison
- Help navigating the complex mortgage market
- Assistance with bridging loans and other financing options
5. Testimonials
- Access to positive testimonials from satisfied clients who have benefited from our services.
Our Core Values
- Independence: We provide unbiased and objective advice, free from product bias.
- Unbiased: We prioritize your best interests over our own.
- Long-Term Relationships: We value lasting client relationships built on trust and open communication.
- Impeccable Service: We are committed to providing exceptional client service and responsive communication.
- Honesty & Integrity: We uphold the highest ethical standards and transparency in all our interactions.
Professionalism and Exceptional Service
The reviews for Premier Financial Planning are overwhelmingly positive, with all authors giving the company a 5-star rating. The common thread throughout the reviews is the exceptional service provided by the team, particularly David, Adam, and Charley.
The authors praise the team's professionalism, responsiveness, and expertise in navigating complex financial processes. Elly Cheeseman recounts her experience of seeking advice on a new business venture, stating that David provided "fantastic advice" and "honesty about what to avoid", making her feel "safe and professional" from the outset. Natasha Potter, who used the company for her mortgage, praises David's prompt responses to her queries, making the process "easy and stress-free". William Taylor and Alex Hughes, who remortgaged and applied for a mortgage, respectively, comment on the team's friendly, yet professional service and their willingness to recommend the company to others.
Personal Touch
Several authors note the personal touch provided by the team, citing examples such as patient handling of questions and emails, and even a lovely gesture of leaving chocolates after completion. This personal approach has left a lasting impression on the authors, who are eager to recommend the company to others.
Consistent Excellence
Across all reviews, there is a consistent theme of excellence in service, professionalism, and responsiveness. The authors' experiences are peppered with superlatives, such as "fantastic", "professional", "fast", "efficient", and "integrity". These adjectives convey the high level of satisfaction and trust that the authors have in Premier Financial Planning.
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