Business Details
33 Years
experience
Trusted Wealth Planning Experts
The Premier Partnership has been serving clients in the financial advisory space since our establishment in 1993. As an Independent Financial Adviser, we provide impartial and honest advice that we prefer to call wealth planning. Our comprehensive services include investment planning, pension and retirement planning, estate planning, legal and probate advice, and tax planning services. Our approach begins with a thorough review of our clients' objectives and requirements, explaining the various ways we can assist with their financial and investment planning needs. We then assess our clients' goals in relation to their current circumstances before clarifying our fee structure with a clear and transparent proposal. Our team comprises experienced professionals with diverse expertise, all united by a shared commitment to ethics and integrity. Each team member holds the necessary qualifications, credentials, and authorities to operate in the financial services sector. Clients can expect unbiased recommendations and impartial guidance from dedicated financial advisers who provide bespoke financial and investment planning solutions.We have invested significantly in technology to enhance our digital offerings, complementing our financial and investment planning services. Our Client Services Portal allows clients to conveniently track their investments with regular updates ensuring the latest information is always available. Our Client Proposition outlines our commitment to delivering high standards of service through a robust process that ensures transparency in our charging system. We treat all customers fairly and believe clients should clearly understand the service they receive and how it will be delivered. While the Financial Conduct Authority regulates our financial advisory services, it's important to note that will writing and trust advice fall outside this regulation. For client protection, unresolved complaints may be referred to the Financial Ombudsman Service. Our pledge is to provide clear, easy-to-understand services with transparent pricing. We ensure our clients receive advice tailored to their individual circumstances without facing unreasonable barriers to changing products or providers.
Services
Investment Planning
Pension Advice
Retirement Planning
Estate Planning
Tax Planning
Will Writing
Wealth Management
Financial Planning
Trust Services
Business Advisory
Details
- Year established: 1993
Highlights and features
- We have over 30 years of experience in independent financial advisory services.
- Our team comprises qualified professionals with diverse financial expertise.
- We provide transparent pricing with clear explanations of all charges.
- We offer a bespoke service tailored to each client's specific circumstances.
- We combine professional expertise with cutting-edge digital solutions.
Associations and certifications
- Financial Conduct Authority
What people say
Invaluable media
Regular updates
More time
Dark arts
Pleased to give advice
Services
Investment Planning
Our investment planning service offers tailored solutions designed to meet individual financial goals through diversified market offerings. We assess your risk tolerance and financial objectives to create customized investment strategies. Our advisers provide ongoing portfolio management and performance reviews to ensure your investments align with your evolving needs and market conditions.
Pension Advice
We provide comprehensive pension advice to help clients navigate complex retirement planning requirements. Our specialists guide you through pension consolidation, drawdown options, and tax-efficient withdrawals. We help clients understand recent legislative changes to ensure optimal management of their pension assets for a secure retirement.
Estate Planning
Our estate planning service focuses on wealth preservation and succession strategies that minimize inheritance tax liabilities. We provide will writing services, trust creation, and probate assistance to ensure smooth asset transfer. Our approach considers legal, tax, and family dynamics to create comprehensive estate plans that protect your legacy.
Tax Planning
We offer specialized tax planning services to optimize your financial position within legal frameworks. Our experts provide advice on capital gains tax, income tax efficiency, and inheritance tax mitigation strategies. We help clients structure their investments and assets to maximize tax benefits while maintaining compliance with current regulations.
Financial Planning
Our holistic financial planning service integrates investment, pension, tax, and estate planning into a comprehensive strategy. We create personalized plans that evolve with life changes, ensuring financial objectives are met throughout different life stages. The service includes ongoing reviews and adjustments to maintain alignment with changing market conditions and personal circumstances.
People
Nigel Herrick
Director and Financial Adviser
Nigel Herrick founded The Premier Partnership in 1993 and has helped hundreds of clients achieve their financial goals. With extensive experience in wealth planning, he provides strategic oversight to ensure the firm maintains its high standards of impartial advice and client service.
Stuart Orridge
Independent Financial Adviser
Stuart Orridge is an experienced financial adviser specializing in investments and pension planning for clients in Derby and surrounding areas. He provides tailored solutions to meet the specific needs of his clients while maintaining the firm's commitment to ethical and transparent financial advice.
Questions
What financial services do you offer?
We offer comprehensive wealth planning services including investment planning, pension and retirement advice, estate planning, tax planning, will writing, and trust services for both individuals and businesses.
How are your services charged?
Our services are fee-based with transparent pricing. We provide clear explanations of all charges before starting any work, ensuring you understand exactly what you're paying for and when payments are due.
Are you regulated by any financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FRN 209446). This ensures we operate to high professional standards while providing financial advice services.
Do you offer digital tools for managing finances?
We provide a Client Services Portal allowing clients to track investments online with regular updates. This digital offering complements our personal advisory services and provides convenient access to financial information.
Can you help with estate and inheritance tax planning?
Yes, we specialise in estate planning including will writing, trust creation, and inheritance tax mitigation strategies to ensure efficient wealth transfer while minimising tax liabilities for beneficiaries.
What areas do you serve?
We primarily serve clients in Tamworth and the surrounding areas, with our services also available to clients in Derby and further afield through telephone and video consultations.
