About Prism Financial Advice Ltd

We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
Prism Financial Advice Limited are Independent Financial Advisers with many years experience of advising both private and corporate clients on a wide range of financial planning issues. Our knowledge of the financial marketplace is extensive with all our advisers achieving industry recognised qualifications in Financial Planning. We understand that each client's circumstances are unique. Getting to know you and understanding your financial goals and ambitions is central to the way we work. Experience has shown us that working together in this way is crucial to developing a tailored solution. Over the years we have built a strong reputation for sound quality advice which has resulted in us being employed as approved advisers to an increasing number of FTSE 100 companies together with many smaller organisations all wishing to provide tangible support to their employees
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

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