Business Details
Independent Financial Advisers in Birmingham
Prime Wealth is a firm of independent financial advisers dedicated to providing comprehensive financial planning, investment, retirement, and estate planning solutions. Our approach focuses on simplifying complex financial matters, offering honest advice tailored to individual client needs. As the wealth management arm of Prime Accountants Group, we integrate tax, legal, and accountancy expertise to deliver holistic services under one roof. Our structured advice process ensures alignment with clients' short, medium, and long-term goals, supported by advanced lifetime cashflow modelling software.We prioritise client relationships, transparency, and ethical practices, serving a diverse client base including individuals, business owners, and trustees. Our team of experienced professionals, including Chartered Financial Planners, combines local market knowledge with technical expertise to create bespoke financial strategies. Regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while fostering innovation and community engagement through charitable initiatives.
Services
Financial Planning
Investment Advice
Pension Management
Estate Planning
Tax Strategy
Cashflow Modelling
Business Owner Services
Retirement Planning
Wealth Management
Tax-Efficient Solutions
Highlights and features
- Integrated tax, legal, and accountancy services under one roof
- Structured financial planning process aligned with client goals
- Advanced lifetime cashflow modelling software for precise planning
- FCA regulated for client protection and compliance
- Client-centric approach with personalised, jargon-free advice
Associations and certifications
- Financial Conduct Authority
- Personal Finance Society
Services
Financial Planning
Our financial planning service creates customised strategies using advanced cashflow modelling to map your financial future. We analyse income, expenses, and goals to develop actionable plans that adapt to changing circumstances. This service integrates tax and legal considerations to optimise long-term wealth accumulation and preservation for individuals and businesses.
Investment Advice
We provide tailored investment recommendations aligned with your risk profile and financial objectives. Our advisers assess market conditions and tax implications to select appropriate investment vehicles. This service includes ongoing portfolio reviews and adjustments to ensure continued alignment with your evolving financial goals and market dynamics.
Pensions and Retirement
Our pension specialists offer expert guidance on defined contribution and final salary schemes. We help clients maximise retirement savings through tax-efficient strategies while ensuring compliance with regulatory requirements. This service includes cashflow projections to determine sustainable withdrawal rates during retirement years.
Estate Planning
We develop comprehensive estate plans to protect and efficiently transfer wealth to beneficiaries. Our approach minimises inheritance tax liabilities through trusts and other legal structures. This service ensures your assets are distributed according to your wishes while maintaining regulatory compliance and family financial security.
Company Owners
Tailored financial solutions for business owners covering succession planning, wealth extraction strategies, and corporate pension schemes. We address unique challenges faced by entrepreneurs through integrated tax and legal advice. This service ensures business continuity while optimising personal financial outcomes for owners.
People
Glen Callow
Managing Director - Wealth
Glen leads Prime Wealth's financial planning services with expertise in integrated wealth management. He specialises in advising high net worth individuals and business owners, combining financial, tax, and legal strategies. With extensive West Midlands experience, Glen focuses on creating holistic solutions that align with client objectives.
Callum O'Rourke
Financial Advisor
Chartered Financial Planner Callum O'Rourke delivers independent advice to high net worth clients. He specialises in retirement planning and cashflow modelling, previously working with Coutts and Succession Wealth. Callum combines technical expertise with clear communication to help clients understand complex financial concepts and make informed decisions.
Emily Sutton
Operations Manager
Emily Sutton manages wealth department operations with five years' experience at Prime Wealth. Her meticulous approach ensures efficient service delivery through technical and administrative support. She oversees operational processes that maintain compliance and enhance client outcomes in the firm's evolving regulatory environment.
Questions
What financial services does Prime Wealth offer?
We provide financial planning, investment advice, pension management, estate planning, and tax-efficient solutions for individuals and businesses.
How does Prime Wealth differ from other financial advisers?
We combine financial, tax, legal, and accountancy expertise under one roof, offering integrated solutions through our partnership with Prime Accountants Group.
Are your financial planners qualified?
Yes, our team includes Chartered Financial Planners regulated by the Financial Conduct Authority with extensive industry experience.
Do you work with business owners?
Yes, we specialise in addressing the financial planning needs of company owners, including succession planning and wealth protection.
What areas do you serve?
We primarily serve clients in Birmingham, Coventry, and Solihull, with offices strategically located across the West Midlands region.
How are your financial planning fees structured?
We offer transparent fee structures with clear explanations of costs during initial consultations, ensuring no hidden charges.
Videos
