Rupert Preece joined Prime Time Financial in 2019 having previously worked with another independent financial adviser based in London. He is qualified with a Diploma in Investment Advice from the Chartered Institute for Securities & Investments and a graduate of the University of Edinburgh.
Prior to transitioning to Financial Planning and Advice, Rupert had a twenty five year career in investment banking, living in London, Moscow and Milan, raising capital for companies and banks from all over the world.
Lucy Dyer is our invaluable personal assistant in the office. Her background is in pensions administration, but she is now our mainstay in dealing with all types of product and provider. Lucy collects the information we need when reviewing a client’s portfolio, as well as arranging the changes to investments and other products that clients request.
From a regulatory perspective Prime Time Financial is part of Keystone Financial Ltd which provides oversight to us and other advisers around the country.