Premier Financial Planning
Independent Financial Advice on Pensions & Investments
What we do
Plan with confidence. Invest with clarity.
We provide fully independent financial advice to help you take control of your pensions, retirement planning, and investments.
With access to the whole of the market, we tailor our recommendations to your individual goals – without bias, pressure, or jargon.
Investments
Pensions
Who we are
Why Choose Independent Financial Advice?
As Independent Financial Advisers (IFAs), we are not tied to any provider or product. This means:
- Unbiased recommendations – based solely on what’s right for you
- Whole-of-market access – we search a wide range of options
- Transparent fees – no hidden charges or surprise commissions
Contact us
Start a conversation with your local advisor
Our services
We’re here to help
Understand your options at every stage – building your pension, reviewing old pots, or accessing your funds at retirement.
Make confident decisions about drawdown, annuities, and sustainable income strategies that support the lifestyle you want.
Create a tax-efficient investment strategy that reflects your goals, time horizon, and attitude to risk.
Ensure your pensions and investments are working efficiently and aligned to your long-term goals.
VouchedFor Top Rated 2025
Our VouchedFor reviews reflect the trust and satisfaction our clients have in our financial advice and service delivery.
Get in Touch
Regulated & Transparent
We are authorised and regulated by the Financial Conduct Authority (FCA). You can verify our details on the FCA Register at any time. Our FCA number: 490515.
We offer a free initial consultation to explore how we can help – there’s no obligation and no pressure.
Important information
Premier Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
Firm Reference Number: 490515
You can verify this on the FCA Register.
The value of investments can go down as well as up. You may not get back the full amount you invest. Past performance is not a reliable indicator of future performance.
The information on this website does not constitute personalised financial advice. A full assessment of your individual circumstances is required before any tailored recommendations can be made.
Tax treatment depends on your individual circumstances and may be subject to change.
This website is intended for UK residents only.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Premier Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate taxation advice, estate planning and some forms of mortgages. The FCA regulates financial services in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website or by contacting the FCA on 0800 111 6768.
If you wish to register a complaint, please write to Ladymead House, Pound Lane, Bishops Lydeard, Taunton, TA4 3AY, or telephone 01823 430684
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567.
Get in touch with us today
Have a question or ready to get started? Reach out to us today
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