Prism Wealth Management is a financial planning and wealth management business which provides an independent advice service to private individuals, families, trustees, and corporate bodies.
We provide independent, holistic financial advice on:
Protection, Retirement, Investments, Savings & Mortgages
Protection Planning
Most of us want to protect the things that are important to us, our family, business, and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family, or your business.
Retirement Planning
It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.
Investment Planning
It’s important to identify what you might want to achieve and how you can do this. We can help you to identify your goals and create a plan for your finances to help you achieve them.
Savings Planning
Often the first the thing to consider is ‘How much could you need in an emergency?’. The deposit account is often best obtained yourself, but we must agree a suitable level of holding before we invest funds
Mortgage Planning
Please note that mortgage advice is generic and for more detailed advice we recommend external companies (the same is true for long term care planning).