Business Details
Independent Financial Advisers in Liphook
We at Prime Time Financial have dedicated the last decade to providing straightforward, client-centric financial advice tailored to individual goals. Our independent approach allows us to source solutions from the entire market, ensuring optimal outcomes for clients. We prioritise understanding each client's unique circumstances, designing strategies to achieve their objectives, and offering ongoing reviews to maintain alignment with their evolving needs. With a focus on transparency and expertise, we specialise in financial review, investment advice, pension planning, retirement strategies, and estate planning.Our team combines extensive experience with a commitment to regulatory compliance, delivering reliable guidance to help clients navigate complex financial decisions. By maintaining a deep understanding of market dynamics and client aspirations, we aim to build long-term relationships grounded in trust and measurable results.
Services
Financial Review
Investment Advice
Pension Planning
Retirement Planning
Estate Planning
Highlights and features
- We offer independent financial advice sourced from the entire market.
- Our strategies are tailored to your unique financial objectives and circumstances.
- We provide ongoing reviews to ensure your investments remain aligned with goals.
- Regulated by the Financial Conduct Authority for compliance and transparency.
- Our team prioritises understanding local market needs in Hampshire and beyond.
Associations and certifications
- Financial Conduct Authority
What people say
Invaluable support
Explained options clearly
Pro-active and conscientious
Approachable and thoughtful
Pleasure to work with
Services
Financial Review
We conduct comprehensive financial reviews to evaluate your current situation and identify opportunities for improvement. Our process involves detailed discussions about your goals, risk tolerance, and financial habits. This service provides actionable recommendations to optimise your financial strategy, ensuring alignment with long-term objectives while addressing immediate concerns.
Investment Advice
Our investment advice focuses on creating tailored portfolios that balance growth potential with risk management. We analyse market trends, tax implications, and your financial aspirations to recommend suitable products. Ongoing monitoring ensures your investments remain aligned with changing circumstances and market conditions.
Pension Planning
Pension planning services help maximise retirement savings through strategic contributions and consolidation. We assess existing pension arrangements, recommend enhancements, and guide clients through complex retirement income options. Our goal is to ensure financial security during retirement while optimising tax efficiency.
Retirement Planning
We develop retirement income strategies that balance longevity with lifestyle needs. This includes evaluating annuity options, managing pension drawdowns, and coordinating investments to sustain income throughout retirement. Our approach adapts to evolving regulations and personal circumstances.
Estate Planning
Estate planning services ensure your assets are distributed according to your wishes while minimising inheritance tax. We coordinate will creation, lasting powers of attorney, and trust structures to protect beneficiaries. Our advice balances legal compliance with your long-term family and financial objectives.
People
Rupert
Independent Financial Adviser
Rupert has over a decade of experience in financial advisory, specialising in retirement and investment planning. Clients praise his clear communication, proactive approach, and ability to simplify complex financial concepts. He prioritises understanding individual needs to deliver tailored solutions.
Questions
What services does Prime Time Financial offer?
We provide financial review, investment advice, pension planning, retirement strategies, and estate planning services tailored to individual client needs.
How does the financial advice process work?
We begin with an initial consultation to understand your goals, followed by a detailed analysis and written recommendations. Ongoing reviews ensure your plan remains aligned with objectives.
Are you regulated by any official body?
Yes, we operate under the regulation of the Financial Conduct Authority for compliance and consumer protection.
Do you offer ongoing financial reviews?
Yes, we provide annual reviews to monitor investments and adjust strategies as needed to maintain alignment with your financial goals.
What areas do you serve?
We primarily serve Fleet, Farnham, Farnborough, Liphook, and surrounding areas across Hampshire.
How are your advisory fees structured?
Fees are outlined in our engagement letter following the initial consultation, ensuring full transparency before any service commencement.
