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.
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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
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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
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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.
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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