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.
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.
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.
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.
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.
In meeting your objectives we recommend investment products and portfolios with a view to achieving your goal.
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.
“
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
If you would like to find out if we can assist you, please call and talk to us about your situation and we can start to figure out how we can help you. There is no charge for an initial meeting and any fee for a subsequent engagement is detailed up front.
We take your privacy very seriously. Here’s our Data Protection Notice.
Prime Time Financial is a trading style of Keystone Financial Ltd which is authorised and regulated by The Financial Conduct Authority. Keystone Financial Ltd is entered on the FCA register (www.fca.org.uk) under reference 501917. Registered Office; The Old School Rooms, 7 Station Road, Pilsey S45 8BD. Registered in England and Wales. Reg No: 6859888.
The Financial Conduct Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk