Business Details
Your Trusted Financial Partner in Taunton
Premier Financial Planning has established itself as a trusted partner in financial advisory services, operating with a commitment to open, honest, and transparent advice. Our team of independent experts specialises in mortgages, pensions, investments, and protection, ensuring clients receive tailored solutions aligned with their long-term financial goals. With offices across the south of England and a flexible home visit service, we prioritise accessibility and convenience for our clients. Our advisers are regulated by the Financial Conduct Authority, demonstrating our adherence to rigorous industry standards. We focus on building lasting relationships by placing client interests at the heart of every decision, supported by a fee structure of 399 for mortgage advice and a commission model that ensures competitive market rates.Our approach combines technical expertise with clear communication, helping clients navigate complex financial landscapes with confidence. Client testimonials highlight our ability to deliver cost-effective solutions, simplify intricate processes, and provide ongoing support through digital tracking tools. This combination of regulatory compliance, local presence, and client-centric methodology positions us as a reliable choice for comprehensive financial planning.
Services
Mortgages
Protection
Pension Options
Retirement Options
Investments
Highlights and features
- We provide FCA-regulated financial advice with transparent fee structures
- Our independent advisers access the whole mortgage market for competitive rates
- Home visit service available across the south of England
- Online tracking tools allow real-time portfolio monitoring
- Client testimonials highlight exceptional service and cost-saving outcomes
Associations and certifications
- Financial Conduct Authority
What people say
Professional service
Saved me money
Clear explanations
Thorough research
Fantastic job
Services
Mortgages
Our independent mortgage experts help clients find competitive rates across the entire market. We specialise in first-time buyer mortgages, home mover solutions, and remortgaging strategies. Our team provides comprehensive advice on borrowing capacity assessments and lender selection, ensuring clients secure optimal mortgage terms tailored to their specific circumstances.
Protection
We offer comprehensive protection solutions including life assurance, critical illness cover, and income protection plans. Our advisers help clients calculate appropriate coverage levels to maintain financial stability for dependents. We focus on creating tailored protection packages that align with individual risk profiles and long-term financial commitments.
Pension Options
Our pension specialists provide guidance on starting new pensions and optimising existing arrangements. We help clients understand contribution strategies, investment choices, and retirement income options. Our services include pension consolidation advice and market volatility management strategies to ensure secure financial futures.
Investments
We offer investment solutions focused on capital growth and income generation. Our experts help clients navigate market conditions through diversified portfolios tailored to risk tolerance levels. We provide ongoing portfolio management and regular performance reviews to ensure investments remain aligned with evolving financial objectives.
Retirement Options
Our specialists advise on annuity selection and pension drawdown strategies. We help clients understand tax implications and income distribution options during retirement. Our comprehensive approach considers both immediate financial needs and long-term sustainability of retirement funds.
Questions
What financial services do you offer?
We provide mortgage advice, pension planning, investment management, protection insurance, and retirement solutions across the south of England.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 490515.
Do you offer home visit consultations?
Yes, our advisers provide flexible home visit services to accommodate clients' schedules and preferences.
What fees do you charge for mortgage advice?
We charge a fixed fee of £399 for mortgage advice, with no refunds available once the service is provided.
Can I track my investments online?
Yes, we offer online tracking tools that allow clients to monitor their investments and financial plans in real time.
How do I make a complaint?
Complaints can be submitted in writing to our Taunton office or by calling 01823 430684. We follow FCA guidelines for resolution.
