Business Details
17 Years
experience
Independent Financial Advisers in Taunton
Premier Financial Planning has been dedicated to delivering comprehensive financial advice since 2009. Our approach prioritises transparency, client education, and long-term relationship-building, ensuring clients receive tailored solutions aligned with their unique circumstances. With a team of independent advisers regulated by the Financial Conduct Authority, we specialise in mortgages, protection, pensions, retirement planning, and investment strategies.Our home visit service caters to clients across the South of England, combining convenience with expert guidance. Through continuous market research and adherence to regulatory standards, we maintain our commitment to placing client interests at the heart of every decision while adapting to evolving financial landscapes.
Services
Mortgages
Protection
Pension Options
Retirement Planning
Investments
Equity Release
Income Protection
Life Assurance
Details
- Year established: 2009
Highlights and features
- We are regulated by the Financial Conduct Authority for professional accountability
- Our advisers offer home visits for client convenience
- We provide independent advice across the whole mortgage market
- Specialist pension and retirement planning expertise available
- Transparent fee structure with clear service charges
Associations and certifications
- Financial Conduct Authority
What people say
Professional service
Saved money on life assurance
Clear explanations of products
Thorough research
Successful complex case resolution
Services
Mortgage Advice
Our independent mortgage experts help clients find competitive rates across the entire market. We specialise in first-time buyer mortgages, home mover solutions, and remortgaging strategies. By assessing individual circumstances, we identify lenders offering optimal terms while saving clients time and money through comprehensive market research.
Pension Planning
We provide specialist guidance on pension setup, investment strategies, and retirement options. Our services cover workplace pensions, personal pension plans, and drawdown solutions. We help clients maximise retirement income through annuity comparisons and tailored investment approaches that balance growth potential with capital preservation.
Investment Management
Our investment specialists create portfolios aligned with clients' risk profiles and financial goals. We offer growth-focused and income-generating investment strategies with ongoing portfolio management. Services include market analysis, tax-efficient investing, and regular performance reviews to adapt to changing market conditions and personal circumstances.
Protection Planning
We help clients secure critical illness cover, life assurance, and income protection policies. Our approach ensures appropriate financial safeguards for families while maintaining affordability. We assess individual needs to recommend policies that provide security against unforeseen circumstances while protecting mortgage commitments and living standards.
Equity Release
We advise on releasing property equity through lifetime mortgages and home reversion plans. Our specialists explain options for accessing tax-free cash while maintaining residency rights. We ensure clients understand implications for inheritance and benefits while finding solutions that enhance retirement income flexibility.
Questions
Are you regulated financial advisers?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 490515.
What areas do you cover?
We operate across the South of England with offices in Blandford Forum, Christchurch, Exeter, and Taunton.
Do you charge for initial consultations?
We charge a £399 fee for mortgage advice, which becomes payable upon receiving a mortgage offer.
Can you help with complex financial situations?
Our advisers specialise in handling complex cases, including non-standard mortgages and intricate retirement planning requirements.
How do you select mortgage providers?
We research the entire mortgage market to find lenders offering the most competitive rates and suitable terms for your circumstances.
What happens if I have a complaint?
Contact us in writing at Ladymead House, Taunton, or call 01823 430684. Unresolved issues can be referred to the Financial Ombudsman Service.
