Prism Independent Financial Management Ltd is an independent financial advice firm based at 46 High Street, Haverfordwest. Established on 21st April 2005, we provide whole-of-market advice focused on pensions, investments, retirement planning and estate/inheritance tax planning.
About Us
Directors
Richard Davies
Director · Independent Financial Adviser
Richard is a Director of Prism and a local IFA of long standing, with experience at firms including Prudential and Pembrokeshire Financial Services. He has a wealth of experience in financial planning and deals primarily with the firm’s investment clients.
Martin Lewis
Director · Paraplanner · General Manager
Martin is a Director of Prism, General Manager and Paraplanner. Alongside day-to-day running of the business, he carries out research for clients, manages client files, prepares financial planning reports and co-ordinates the firm’s compliance systems.