Rupert Preece joined Prime Time Financial in 2019 and helps provide a good service to Peter’s clients, as well as growing his own client base. Rupert is similarly focussed on the “prime time” of life although is better placed to deal with younger clients! He has an in-depth investment trading background.
Peter Lawrence set up Prime Time Financial in 2010, and the business has been steadily growing since then. His focus has always been on helping those in the second half of life, when there are key decisions to be made needing sensitive guidance.
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.