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Prismatic Wealth Limited

 

Prismatic Wealth Limited is a firm of fee-based and wholly Independent Financial Advisers. Established in 1987, we have secured a reputation for providing bespoke and valued financial planning advice to individuals and businesses across the North East and the whole of the UK.

We currently manage over £200 million for our clients. As Independent Financial Advisers, we offer totally impartial advice within a transparent fee structure.

If you would like to meet with one of our advisers to discuss your situation and find out how we can help you, the initial meeting is always at our cost and without obligation.

Our Services

We will cut through all of the technical jargon to explain to you how we can help you achieve your objectives and guide you through the implementation. We will continue to review your plans, keep in contact with you through regular meetings and have access to your adviser at any time.

We also offer our corporate clients the full spectrum of Pension and Employee Benefits for Directors and the workforce as experts in auto enrolment and workplace pension services. We provide 'at-retirement' services and financial education workshops, flexible benefits, group risk and business protection.

Services include:
• Pension Planning
• Defined Benefit Pensions
• Pension Consolidation and Transfers
• Pension Drawdown and Annuities
• Pensions and Divorce
• Self Invested Personal Pensions (SIPP)
• Reaching Retirement Guidance
• Financial Planning including IHT, taxation
• Investment Planning Advice
• Investment Review
• Corporate Planning
• Employee Benefits
• Auto Enrolment
• Health and Wellbeing
• Business Protection
• Life Planning
• Estate Planning
• Protection Planning

Member Events

Wed 10th Apr 2019

Employee Benefit Breakfast with Prismatic Wealth

Tue 10th Jul 2018

Free Employee Wellbeing & Networking Event

Member News

Mon 2nd Jul 2018

Free Employee Wellbeing & Networking Event