We are a Financial Services Company with a dedicated team ofIndependent Financial Advisers
We enjoy long term relationships with our clients and look to ensure their financial requirements are catered for throughout the phases of their lives.
We maintain this by developing close personal relationships, while also applying our knowledge and professionalism to every aspect of finance, however small.
Premier Plus was established in April 1997 and operates from our head office in St Neots, Cambridgeshire. Our Adviser numbers have grown over the years and we now have more than 175 years combined experience in Financial Advice. From 1997 to 2000 Premier Plus was an agent for one of the UK's largest insurance companies, but in 2000 we decided the best way forward to serve our clients was to become Independent Advisers.
Our approach is working, as we currently look after the interests of more than 4,000 people – most of whom have been referred to us by existing, satisfied clients.
Our strength lies in these relationships.
See and hear what our clients say about Premier Plus
Our Process
Initial Meeting
The Adviser will introduce themselves and Premier Plus Ltd to you and provide you with a business card with their contact details.
The Adviser will discuss the Terms of Business Letter and relevant disclosure documents with you.
It is at this meeting that you will generally be presented with this agreement detailing our services and our method of operation.
Research
Where necessary, we will forward your authorisation to the relevant Product Providers. The additional details issued by the Provider will be analysed together with the information gathered at the initial meeting. We may need to revert back to you for further information and ask your permission to liaise with your other Professional Advisers (accountant, solicitor, investment managers etc).
Using internal and external technical research we will prepare a recommendation to suit your individual objectives. This will also be assessed against your attitude to risk, your time horizon, associated costs, your budget and your personal tax position.
Recommendation
When we have prepared our recommendation we will arrange to meet again and discuss them with you.
The recommendation will contain supporting information including where applicable, illustrations and product brochures. You can consider our recommendation at your leisure. Should you have any questions on any of the elements of the recommendation please do ask.