Pensions
Saving for retirement through personal and workplace pensions, with advice tailored to your aims and timescale.
The value of investments can go down as well as up and you may get back less than you invested.
Independent Financial Advisers ยท Haverfordwest
Clear, Independent Financial Advice & Planning
From Qualified Financial Advisers.
Based conveniently at the bottom of High Street, Haverfordwest, Prism Independent Financial Management was established on 21st April 2005. We are a well-established local firm providing independent financial advice to clients across Pembrokeshire and beyond.
Our advisers offer whole-of-market advice and are not tied to any one company. Our focus is on helping our clients with pensions, investments, retirement planning and estate/inheritance tax planning.
Services
Independent financial advice in four core areas.
Investments
Investment of capital for growth or income, including ISAs, investment bonds, collective investment accounts, unit trusts and similar products from across the market.
The value of investments can go down as well as up and you may get back less than you invested.
Retirement Planning
Helping you plan how and when to take retirement income, and how to make the most of the options available from your pension savings.
The value of investments can go down as well as up and you may get back less than you invested.
Estate Planning
Understand your potential inheritance tax position, and explore options such as gifting and suitable trusts to help pass on more of your wealth to the next generation.
The value of investments can go down as well as up and you may get back less than you invested.
Contact us
Get in touch for a free initial consultation. We are happy to meet at our High Street office or visit you at home.
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Address
46 High Street, Haverfordwest, Pembrokeshire SA61 2DA -
Telephone
01437 762007 -
Email
info@prism-ifm.co.uk
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