For us, the Prime Time of life is the second half. Prime Time Financial is here to help you take full advantage of that time, whether you are retired already or are simply planning ahead.
As the local over fifties specialists, for the last ten years we have provided straightforward advice on all aspects of personal finances. That includes pensions, investments, Inheritance Tax, equity release, and later life care, as well as related topics such as Wills and Powers of Attorney. We do have younger clients, too – so nobody need miss out.
We are independent from any providers, and since the core of our business is to provide advice we have no reason to recommend a financial product if that’s not the best thing for you.
Investment products –
Stocks & Shares ISAs, bonds, other tax-efficient products
Pensions – pre-retirement
Drawdown pensions and annuities – post-retirement
Equity Release plans
We have a well-defined process for providing our services, but we adapt this depending on your needs, since everyone is treated individually. We start with an initial meeting for which there is no charge. We will then send you our proposal for what we will do and the associated costs.
If you decide to go ahead with our services we then make sure that we understand you and your situation before recommending a way forward for you. Our recommendations are always put in writing although we like to meet with you to answer any questions which arise.
If you wanted us to recommend and arrange a financial product we will do that, too, as well as providing an annual review to keep things on track if it is a pension or investment.
I am more than satisfied with the initial and subsequent follow up service. As a result I was able to recommend my financial adviser to two other close friends without hesitation.
– Mr S D, Fleet
From my very first meeting with Peter Lawrence, I felt confident I had made the right choice of adviser
– Ms P.M., Fleet
Peter has given us both confidence in our finances and invaluable peace of mind.
– Mr & Mrs O.W., Fleet
… unstinting personal attention to our requirements
– Mr G.S., Somerset
We highly recommend Peter as someone we trust and whose suggestions and recommendations have proved excellent.
– Dr D, Fleet