What do we do?
We help clients find the right mortgage solutions for them. Helping you get the lowest rates possible with the right lender that will provide you with the borrowing you need for your home.
No one wants to think of the worst. However, if it was to happen, we ensure that you and your family have the right cover in place to maintain your standard of living and provide financial stability and security.
We want to help you get the most of your pensions and help to build and grow for the future, so that you have a safe, secure retirement.
We will help you understand your pension options at retirement and advise you on how to get the most out of your pensions to provide the highest levels of available income and capital to give you a more comfortable retirement.
We will show you how to invest your capital to meet your objectives, providing capital growth or regular income. Looking at preserving capital and providing a more robust approach to investing over the medium to longer term.
About Premier Financial Planning
We are committed to providing the highest standard of financial advice and service possible. The interest of our clients is paramount to us and to achieve this we have designed our systems and procedures to place you at the heart of our business.
We have offices across the south of England and our advisers also offer a home visit service to fit in with your busy life.
What our clients say
James was able to find better rates than was being through the high street banks I had visited. He also saved me money on life assurance as well.
Mr Vince, Exeter
Paul spent time listening to our needs and wants, without imposing his own views. We felt that he fully comprehended what we were saying and acted for our best interests. He was clear in his explanations of products/process. he also answered any questions we had. I felt confident that he `got’ us and was able to match us with the best companies etc.
Mrs Moore, Blandford
Richard did everything for me to get this done. First of all he listened to what my project was and gave me some great advice on what to do at every stage of the process. I really had no idea about the process, but Richard does and he did a fantastic job at breaking it all down for me in easy to comprehend steps. Not only this, but he helped with any questions I had during the whole process and for some of the really tricky stuff he put in a great deal of leg-work to get the answers we were looking for.
Mr Burton, Exeter
Despite a highly complex and involved situation, the clarity of friendly advice, thorough research and final recommendation achieved the most succesful outcome possible. Totally recommended to all, experienced investors and those simply wondering if financial advice from Premier is worth it… It certainly is!.
Mr Walker, Exeter
James offered a very professional service and was able to answer any questions I had. Really like the fact that I am able to review this as and when I like and track it online too.
Mr Davis, Pinehoe
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