Business Details
21 Years
experience
Your Trusted Partner for Independent Financial Advice Solutions
Prism Financial Advice was established in 2005 with a clear mission: to provide independent, client-centric financial solutions tailored to individual needs. As a long-standing firm regulated by the Financial Conduct Authority, we combine over 18 years of industry experience with a nationwide presence to serve private and corporate clients. Our approach prioritises understanding each client's unique circumstances, ensuring recommendations align with their financial goals while maintaining transparency and ethical standards. Recognised as one of the UK's top 100 financial advice firms in 2021 and 2022, we pride ourselves on delivering jargon-free advice, ongoing support, and a commitment to putting clients' interests first.Our team of dedicated professionals works collaboratively to navigate complex financial landscapes, offering expertise in retirement planning, investment strategies, and wealth protection. Through a structured advice process, we ensure clients receive clear guidance, empowering them to make informed decisions about their financial future. Our culture of continuous improvement and client feedback mechanisms reinforce our dedication to maintaining high service standards and fostering long-term trust.
Services
Retirement Planning
Ethical Investing
Family Protection
Estate Planning
Mortgage Advice
Investment Portfolios
Wealth Protection
Financial Seminars
Ongoing Reviews
Risk Management
Details
- Year established: 2005
Highlights and features
- We have over 18 years of experience in independent financial advice.
- Our team provides tailored solutions to meet individual client needs.
- We are regulated by the Financial Conduct Authority for client protection.
- We offer nationwide service with a local approach.
- We have been voted among the UK's top 100 financial advice firms.
Associations and certifications
- Financial Conduct Authority
What people say
Tailored solutions
Expert financial advice
Client-focused service
Nationwide presence
Award-winning
Services
Retirement Planning
Our retirement planning service helps clients build sufficient funds to match their post-work lifestyle needs. We assess current financial positions, future goals, and risk tolerance to create sustainable income strategies. With expertise in pension consolidation and tax-efficient withdrawals, we ensure clients can enjoy retirement without financial anxiety.
Ethical Investing
Ethical investing allows clients to align their investments with personal values while achieving growth. We curate portfolios focused on environmental, social, and governance (ESG) criteria without compromising returns. Our approach balances global sustainability trends with rigorous financial analysis to deliver competitive long-term performance.
Family Protection
Family protection services ensure loved ones' financial security in case of unexpected events. We design bespoke insurance solutions covering life cover, critical illness, and income protection. Our advisers help clients understand policy options, coverage limits, and premium structures to create safety nets tailored to family circumstances.
Investment Portfolios
Our investment portfolios offer diversified, professionally managed solutions across risk profiles. From cautious to adventurous strategies, we construct holdings based on market research and client objectives. Regular reviews and rebalancing ensure alignment with changing goals while maintaining disciplined, long-term investment principles.
Mortgage Advice
Mortgage advice services guide clients through property financing options tailored to their situation. We compare lenders, assess affordability, and recommend fixed or variable rate deals. Our support covers first-time purchases, remortgaging, and buy-to-let investments, ensuring clients secure optimal terms for their housing needs.
People
Stephen Price
Managing Director
Stephen Price leads Prism Financial Advice with over two decades of industry experience. He champions client-first principles, ensuring tailored financial solutions that prioritise long-term wellbeing. His leadership focuses on regulatory compliance, team development, and maintaining the firm's award-winning standards.
Questions
How does Prism Financial Advice tailor its services to individual needs?
We conduct detailed fact-finding sessions to understand your financial situation, goals, and risk tolerance before creating bespoke solutions.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and Certified Financial Advisers with ongoing professional development requirements.
Are your investment portfolios regulated?
Yes, all our services operate under Financial Conduct Authority regulation for client protection and compliance.
Do you offer ongoing financial support?
We provide regular reviews and market updates to ensure your financial plan adapts to changing circumstances and objectives.
What areas do you cover in the UK?
We serve clients nationwide through local offices and virtual consultations, with a physical presence in Gateshead.
