Services Included

Premier Wealth provides many of our clients with an in-depth review service. The service has evolved over a number of years and offers a bespoke financial appraisal (Premier Wealth Report) with options for an annual or biennial meeting.

• Personal financial planning
  • Retirement planning - target planning updates including personal and NHS pensions
  • Investments - portfolio review and focus on risk asset allocation
  • Insurances - existing cover summary and a review of need
  • Mortgages - remortage, offset account options and house purchase
• Tax planning
  • Income tax - advice to reduce your tax bill
  • Capital Gains Tax - use of allowances
  • Inheritance tax review - wills and Trusts considered
• Business planning
  • Business planning – profits and development plans
  • Exit strategy including Tax saving initiatives
  • Business protection- Partnership protection, Surgery and Practice Expenses insurance
  • Staff pensions- compulsory pension contributions from 2012

Practice Financial Management Limited is authorised and regulated by the Financial Services Authority. For more details please refer to About PFM / Regulations.