Premier Investment Management Services

Our Beginnings and Vision

Premier Investment Management Services Ltd was founded in 1997 and officially incorporated in 2012. Located near Cambridge, we are an independent financial advisor firm driven by the vision of providing quality investment guidance to personal investors. We are regulated by the Financial Conduct Authority, ensuring your financial information is secure and protected.

Our Expertise

Our experienced team of professionals possesses over 25 years of collective experience in the investment industry. We offer comprehensive investment advice tailored to each client's individual needs, considering risk tolerance, income goals, tax considerations, and investment horizon.

1. Investment Advice

• Confidential consultations to understand your financial goals and risks.
• Tailored portfolio creation based on your individual needs.
• Regular reviews and updates to ensure your portfolio remains aligned with your goals.

2. Execution Only Service

• Purchase investments at significantly discounted prices compared to standard initial charges.
• Full transparency in the trading process.
• Control over your investments with the ability to choose your own funds.

3. Aegon/Co-funds Platform

• Preferred investment platform offering access to over 4,000 UK authorised funds.
• Structured portfolios designed to meet your specific requirements.

4. Additional Services

• Financial Express (regular investment newsletters)
• Referral network for other financial planning services such as taxation, wills, and trusts.

Our Fees and Transparency

Our fee structure is clearly defined and transparent. We offer a fee-based service for our investment advice, ensuring objectivity and accountability.

Our Commitment

At Premier Investment Management Services Ltd, we believe in building lasting relationships with our clients. We are committed to providing personalized, responsive, and professional guidance to empower you to achieve your financial goals.