Premier Portfolio Financial Services is a firm of independent financial advisers based in London. We have been providing advice to both individuals and companies on all aspects of financial planning, since 1995, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
As independent financial advisers, we are able to offer and advise our clients on the broadest range of products and services. Whether you require advice on your investments, retirement planning, inheritance tax planning or you are simply looking to reduce costs, we have many years of experience in finding the most suitable solution for our clients' needs.
We provide advice and help following a personal or business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following that initial review, we will take time to consider your situation, needs and priorities.
We will then present our findings at a face to face follow up meeting during which we'll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Going forward, we will then agree a timescale to review any existing arrangements on an ongoing basis to suit and satisfy your personal and/or business requirements.
TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE INHERITANCE TAX PLANNING.
