Premier Clients, Financial Advisers and Low Cost Execution Only Stockbrokers, was established in 2007 by partners, Kevin Whittington & Simon Rogers, who between them boast over 50 years Financial Services experience.
We offer friendly, impartial, professional financial advice in plain and clear english and as we are NOT tied to any particular provider, we scan the whole market for the best provider on the products on which we advise.
The financial services industry continuously evolves, with available products changing sometimes daily from the broad range of product providers. Our knowledge and experience are crucial in researching the Market, identifying the products most suitable for your needs, ensuring your interests are put first, always!
Choosing the right products are crucial in determining your financial future and it is vitally important you choose the right adviser. We want you to feel completely comfortable with any decisions you make and welcome the opportunity of meeting with you on a 'face to face' basis to discuss your circumstances and requirements.
Any meeting may be at our offices in central Swansea or in the comfort of your own home at a time convenient to you. The initial meeting is entirely free of charge and without obligation.
We offer advice in many specialist areas including;
INHERITANCE TAX PLANNING (including Annual exemptions, Lifetime gifting, Nil rate band planning & Trusts)
INVESTMENTS & SAVINGS (including Bonds, ISAs, PEPs & Unit Tusts)
MORTGAGES/RE-MORTGAGES (Repayment & Interest only including Capped, Cap and Collar, Discounted, Fixed, Flexible, Offset & Self Certification)*
PROTECTION (including Accident Sickness Unemployment (ASU), Critical Illness, Life Assurance, Mortgage Protection, Permanent Health Insurance (PHI) & Term Assurance)
RETIREMENT PLANNING (including Personal and Stakeholder Pensions, Retirement Annuities & Self Invested Personal Pensions (SIPPs))
In addition to the above we offer an execution-only share dealing service, specialising in probate administration and disposals. Please see our share dealing and probate sections for further information of our services and charges in this connection.
*YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP PAYMENTS ON YOUR MORTGAGE.
Premier Clients is authorised & regulated by the Financial Conduct Authority (FCA)
We are recorded on the FCA Register under reference 462477