Financial advice for the second half of life

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.

Our Services

Some products we deal with…

Investment products –
Stocks & Shares ISAs, bonds, other tax-efficient products

Pensions – pre-retirement

Drawdown pensions and annuities – post-retirement

Equity Release plans

Care annuities

Life insurance

How we work

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.

Testimonials

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

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