Prism Financial Advice Ltd
Initial consultation free
Independent
We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
We can advise you on
Clients
helped
2166helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Neil McGann Dip PFS
Director
Michael Smith Dip PFS
Director
Stephen Price Dip PFS
Managing Director
Jim Williams Dip PFS
Independent Financial Adviser
What our clients say
j
Julie
My husband and I were having great difficulty getting anything sorted out for my husbands pension and since you came into the picture it has been an absolute dream. Your support was magnificent and...
s
Sean
Just a quick note to say thank you for your time on Friday. Seeking financial advice is sometimes daunting and the thought of being bombarded with technical jargon or recommendations of financial...
j
Jackie
I have recently held meetings with Fay Thomas, at your office in Gateshead, to discuss my retirement planning.
I have been very impressed, initially by the office staff who looked after me during my...
Compliance
Prism Financial Advice Limited is authorised & regulated by the Financial Conduct Authority (FCA) under Firm Reference Number: 426165 Prism Financial Advice Limited is registered in England and Wales No: 05303532 With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest. Tax is dependent on individual circumstances and is subject to change based on UK legislation and taxation regime.
Legal information
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