Business Details
16 Years
experience
Your Trusted Partner for Financial Planning Solutions
Established in 2010, Premier Financial Planning provides independent financial planning and investment advice to private, trustee, and corporate clients. Based in Bath and operating across the South West, we prioritise honesty, integrity, and client-focused service. Our team holds Level 4 qualifications (DipPFS) and utilises advanced technology for research, risk assessment, and cash flow modelling to ensure tailored recommendations. Regulated by the Financial Conduct Authority (FCA), we maintain fee-based independence, offering conflict-free advice with access to the full market.We build long-term relationships through regular reviews, collaborating with accountants and legal professionals to deliver holistic solutions. Our process begins with understanding client goals, followed by detailed analysis, strategy development, and implementation, ensuring transparency and adaptability to life changes. Client testimonials highlight our expertise in pensions, mortgages, and wealth management, with particular praise for our clear communication and personalised approach.
Services
Retirement Planning
Pension Advice
Wealth Management
Mortgage Advice
Details
- Year established: 2010
Highlights and features
- We are FCA-authorised and regulated for compliance and client protection
- Our advisers hold Level 4 DipPFS qualifications for technical expertise
- We use advanced technology for precise financial modelling and risk analysis
- We maintain fee-based independence with access to the full market
- We collaborate with legal and accounting professionals for holistic solutions
Associations and certifications
- Financial Conduct Authority
What people say
Invaluable resource
Excellent market knowledge
Professional and detailed approach
Seamless consolidation
Market leading rates
Services
Retirement Planning
We create tailored retirement strategies by analysing current assets, future goals, and risk tolerance. Our FCA-regulated advisers ensure compliance with pension regulations while optimising tax efficiency. Regular reviews adapt plans to legislative changes or personal circumstances.
Wealth Management
Our DipPFS-qualified team constructs diversified portfolios aligned with client risk profiles. We utilise advanced analytics for market research and performance tracking, ensuring long-term growth while maintaining liquidity for immediate needs.
Mortgage Advice
We provide independent mortgage guidance across residential and buy-to-let options. Our process compares market-leading rates and terms, ensuring clients secure optimal financing solutions with transparent fee structures.
Life Cover
We design bespoke life insurance policies considering family needs and financial obligations. Our approach balances premium affordability with comprehensive coverage, including critical illness and income protection components.
People
David Mayne
Lead Financial Adviser
With over 15 years' experience, David specialises in pensions and investment strategies. He holds the DipPFS qualification and focuses on simplifying complex financial concepts for clients.
Questions
What financial services do you specialise in?
We focus on retirement planning, pension advice, wealth management, and mortgage solutions tailored to individual and corporate needs.
How are you different from other financial advisers?
We combine FCA regulation with DipPFS-qualified advisers, using advanced technology for precise financial modelling and market analysis.
What is your financial planning process?
Our six-step process includes discovery meetings, information gathering, strategy development, implementation, and regular reviews to adapt to life changes.
Are your fees transparent?
Yes, we provide clear fee structures upfront with no hidden charges, ensuring complete transparency throughout our advisory relationship.
How do you handle complex financial situations?
We collaborate with legal and accounting professionals to address complex cases like pension sharing during divorce, ensuring comprehensive solutions.
Reviews (4)
Natasha Potter
Dec 03, 2020
Report
Positive:Professionalism,Quality,Responsiveness,Value
David dealt with my mortgage when I was buying my first home, I was really nervous as I didnt know what to expect or how the process went. He was very professional and very quick to respond to any queries (which I had daily)! He made the whole process easy and stress free and I wouldnt hesitate to recommend. Thank you
David dealt with my mortgage when I was buying my first home, I was really nervous as I didnt know what to expect or how the process went. He was very professional and very quick to respond to any queries (which I had daily)! He made the whole process easy and stress free and I wouldnt hesitate to recommend. Thank you
William Taylor
Nov 26, 2020
Report
We've just remortgaged through Financial planning and felt obliged to let everyone know about the great service from the team. From start to finish, we've been impressed with the professional, yet personal service from the team.
Importantly, I'd be more than happy to recommend Premier financial planning to family and friends and in my opinion that speaks volumes. Thank you.
Importantly, I'd be more than happy to recommend Premier financial planning to family and friends and in my opinion that speaks volumes. Thank you.
Elly Cheeseman
Sep 27, 2020
Report
We were referred to David and the team by a mutual friend after a year of coming and going on a new business venture. We had been pushed pillar to post by other companies trying to gain the finances we needed to secure our venture and thought we'd reached the end of the line when Covid hit. We needn't have worried.
David listened to our plight and gave us some fantastic advice and gave us honesty about what to avoid and straight away, we felt we were in safe and professional hands. Once we had chosen the product we wanted to proceed with, with his advice and knowledge, the whole process was
David listened to our plight and gave us some fantastic advice and gave us honesty about what to avoid and straight away, we felt we were in safe and professional hands. Once we had chosen the product we wanted to proceed with, with his advice and knowledge, the whole process was
Alex Hughes
Jan 16, 2020
Report
Charley from the Corsham branch has been extremely friendly, helpful, patient and informative with regards to our mortgage application. I would strongly recommend Premier Financial Planning, and Charley in particular.
