Financial Planning

About Financial Planning

At Premier Financial Solutions we are financial advisors in South Wales and specialise in pension advice Cardiff. We offer professional investment advice Cardiff and can assist with all your retirement planning needs.

For over 15 years, by applying our expertise and knowledge, Premier Financial Solutions has helped a great many clients to build, protect and enjoy their personal wealth. Our role is to identify your individual requirements, then apply appropriate strategies to help you achieve your goals!

Whether you wish to build a portfolio of investments or take early retirement, we provide annual reviews to ensure that we track and monitor the progress towards your goals. Should your circumstances change we are always just a call or email away to provide financial advice when you may need it most.

We adopt a holistic approach to financial planning resulting in all aspects of your finances working in harmony, to achieve the most suitable outcomess for you and your family!

We specialise in all aspects of financial planning including:

  • Personal Pensions
  • Retirement Planning
  • Inheritance Tax Mitigation 
  • Investing For Growth or Income

Investing for growth or Income at Premier Financial Solutions, you will benefit from a highly personalised confidential service, giving you the peace of mind that your future is being looked after.

For friendly and straightforward advice contact Premier Financial Solutions: 02920 099 150

The Financial Conduct Authority do not regulate inheritance tax planning.

Investors should remember that the value of an investment and the income received from an investment can go down as well as up, and they may not get back the amount they invested.