Premier Financial Planning

Financial Advisers (Independent) in Bath

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1 Queen Square

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Key Services

investment advice, mortgage broker, pension planning


Premier Financial Planning

Premier Financial Planning is a firm of independent financial planners based in the South West. We provide advice to both individuals and companies on all aspects of financial planning. Our clients come to us because they are looking for friendly unbiased, professional guidance. We help them to achieve their financial goals, by formulating coherent, long-term strategies, which are monitored and reviewed on a regular basis.


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Products and Services

Savings and investments

•Saving Accounts •National Saving & Investments * •ISAs •Unit Trusts and OEICS •Onshore and Offshore Bonds •With-profit Investments •Investment Trusts •Structured Products •Exchange Traded Funds •Fund-of-Funds •Enterprise Investment Schem

Retirement Planning

•Stakeholder Pension •Personal Pension Plan •Employer Pension Scheme •Self Invested Personal Pension Plan (SIPP) •Annuities •Phased Retirement •Pension Fund Withdrawal •Pension Sharing Orders •Review of Existing Provision •Pensions for Children/G

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