About the Business
Premier Financial Planning is a professional but friendly firm of independent financial advisers based in the south west and we currently have branches in Taunton, Gillingham and Warminster. We provide a personal home based service which we feel works best as all of the policy information for our clients is right there and we can arrange a convenient time for both parties. Premier Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. We utilise Simply Biz for all our Compliance Support, and True Potential to provide us with a robust research and analysis service, and back office support.
True Potential also gives our clients the advantage of having their own personal logon so that they can access their personal and policy details and obtain real time values of their investments and pensions. Being independent means that we work for our clients, not a specific company and it allows us access to the whole market when providing advice.
Location & Hours
Bournemouth
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Office
Paul Duncalf
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Bournemouth, Bournemouth,
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