Investment Advice & Planning
At Premier Financial Solutions it is our role as financial planners to provide you with sensible and straightforward investment advice. We take the time to understand you and your goals, tailoring our advice to suit your needs.
Carefully managed investments can help prepare you for life’s big events such as buying a new house, paying for school fees or even finishing work and travelling around the world! Investments can provide either an income or capital, whichever is required the most.
By speaking with Premier Financial Solutions, we can help you build a better financial future. You will be provided with expert guidance tailored to your individual circumstances.
We offer advice and guidance on a range of investment types, including:
- Individual Savings Accounts (ISA)
- General Investment Accounts (GIA)
- Onshore and Offshore Investment Bonds
- Structured Deposits and Structured Products
- Cash Deposits including National Savings (NS&I) products
- Specialist Investments including Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS)
For friendly and straightforward advice contact Premier Financial Solutions: 02920 099 150
Offshore bonds are not regulated by the Financial Conduct Authority
EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.
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.
Are you looking for financial advice in South Wales?
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