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Our Philosophy
Finding a reliable, professional source of advice can be a difficult task and yet financial decisions (such as choosing the right Mortgage, Pension or Investment) are amongst the most important you are ever likely to make.
Primary Insurance and Finance Services are a well respected local family run business who have been specialising in financial planning for well over 20 years.
Our philosophy is based around a fundamental belief that financial advice is an ongoing activity that an individuals financial plans should be reviewed regularly to ensure they are still on course to achieve their objectives.
We can offer comprehensive advice across a wide range of areas;
We will never recommend a financial product without a written explanation of the reason behind our recommendation.
We will never recommend a financial product without clearly explaining the charges (including any commission) associated with it.
If your financial affairs are already satisfactory we will be more that happy to confirm this for you.
We offer all our clients a comprehensive pensions audit service, providing a professional report detailing all existing arrangements (state, employer sponsored and private) and revealing what retirement income they might expect to receive.
We will review our clients affairs on an annual basis to ensure they remain appropriate to their needs and are arranged in the most tax efficient way possible.
We will keep in touch with our clients on a regular basis, updating them on any changes in the legislation or taxation which could impact on their situation.
We will visit clients at a time and place of their choosing.
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