Serving Fleet Farnham Farnborough and beyond . . .

Financial advice for life

Prime Time Financial is an independent owned financial planning practice based in East Hampshire. We specialise in providing our clients with comprehensive financial advice to enable them to take full advantage of their lives.

For the last fifteen years we have provided bespoke financial advice addressing each of our client’s specific objectives. Because we are independent, we can source the best solution for each situation from the whole of the market. We only recommend products and investments which are suitable in achieving your goals.

SERVICES

Financial Planning

This is all about taking you from where you are now to where you would like to be. We understand that every client’s journey is different, so we take the time to guide you along the way.

Retirement Planning

Do I have enough money to retire and what is the best way to access benefit from my pension? We help prepare your finances for your retirement and provide at retirement advice so you are confident your income will enable you to live your life to the full.

Estate Planning

You have worked hard to accumulate your wealth. We assist in arranging your affairs to leave more of your capital to beneficiaries of your choosing.

Protection

Ensuring you don’t have to worry in the event of an unexpected event, giving you peace of mind over your finances and ability to focus on what is important at that time.

Investment Advice

In meeting your objectives we recommend investment products and portfolios with a view to achieving your goal.

How we work

At the outset we try and understand your situation and what you are looking to achieve. This also provides you with an opportunity to assess if you require advice and whether we are the right adviser for you. Only at the point that we have fully understood your situation and your objectives, we would present you with an engagement letter for the service to be provided and the cost of the provision of those services.

We then set about designing strategies to be implemented to meet your objectives, presenting them to you in a written advice report. We provide an ongoing service, reviewing your circumstances and investments to ensure that you continue to progress toward your objective.

Testimonials

Rupert has been invaluable in helping me feel more confident regarding my finances and how I might move forward. Easy to work with, he explained my financial options with clarity and patience, at a pace I found comfortable

 

– Mr T.B., Mytchett

Rupert has proved to be pro-active, conscientious, and effective, taking pains to understand and address my particular circumstances and concerns. His shrewd advice and support have been invaluable.

 – Mrs C.K., Yorkshire

Rupert has been our IFA for three years now. He is approachable and thoughtful in helping us to explore and plan our financial future and long term quality of life. He is highly responsive to any concern or query we may have and a pleasure to work with.

– Mr & Mrs O.W., Fleet