Independent Financial Advice & Financial Planning From Qualified IFA / Financial Advisers in Haverfordwest, Pembrokeshire - Mortgage Protection - Life Insurance - Pensions - Anuities - Mortgages
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Martin Lewis
25 Fre●●●●●●Street
Neyland●●●●●●●d Haven , SA73 1TG
GB
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Martin Lewis
25 Fre●●●●●●Street
Neyland●●●●●●●d Haven , SA73 1TG
GB
View this contact
1&1 Internet Ltd.
Hostmaster ONEANDONE
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PRISM INDEPENDENT FINANCIAL MANAGEMENT LTD - Haverfordwest, Pembrokeshire Independent Financial Advice - Mortgage Protection - Life Insurance - Pensions - Anuities | ifawales.net Reviews
https://ifawales.net
Independent Financial Advice & Financial Planning From Qualified IFA / Financial Advisers in Haverfordwest, Pembrokeshire - Mortgage Protection - Life Insurance - Pensions - Anuities - Mortgages
ifawales.net
PRISM INDEPENDENT FINANCIAL MANAGEMENT LTD - Independent Financial Advice in Pembrokesire - Mortgage Protection - Life Insurance - Pensions - Anuities - In Pembrokeshire, Haverfordwest, Milford Haven, Pembroke, Tenby
http://www.ifawales.net/fees.html
Since 1st January 2013, payment via commission for investment advice has been withdrawn by the FCA as an option for clients. Prism has always offered the choice of payment via fee or commission but as such, all investment advice now is paid via fees. These fees can be paid either directly, or deducted from an investment product should the client wish to do so. Full details of how we charge for advice will be given during our first meeting, without cost or obligation to the client.
PRISM INDEPENDENT FINANCIAL MANAGEMENT LTD - Independent Financial Advice in Pembrokesire - Mortgage Protection - Life Insurance - Pensions - Anuities - In Pembrokeshire, Haverfordwest, Milford Haven, Pembroke, Tenby
http://www.ifawales.net/aboutus.html
Is a Director of Prism, the General Manager of the company and also a Paraplanner. Martin worked as a Communications and Logistics Officer on oil rigs around the world for 15 years and the skills attained whilst working in this intense environment have transferred to the role of a Paraplanner. Very well. As well as the day to day running of the business, Martin carries out research for clients, manages clients' files, prepares financial planning reports and co-ordinates the firm's compliance and TCF.
PRISM INDEPENDENT FINANCIAL MANAGEMENT LTD - Haverfordwest, Pembrokeshire Independent Financial Advice - Mortgage Protection - Life Insurance - Pensions - Anuities
http://www.ifawales.net/index.html
Based conveniently at the bottom of High Street, Haverfordwest, Prism Independent Financial Management was established on 21st April 2005 and is now a well established local business providing independent financial advice to our clients within our county and beyond;. Page you will see which products we advise on. Receiving independent financial advice is key to making the right choice with important life and financial decisions. Saving for retirement; Group and personal pensions, stakeholder pensions.
PRISM INDEPENDENT FINANCIAL MANAGEMENT LTD - Independent Financial Advice in Pembrokesire - Mortgage Protection - Life Insurance - Pensions - Anuities - In Pembrokeshire, Haverfordwest, Milford Haven, Pembroke, Tenby
http://www.ifawales.net/services.html
Please use the sub-menu above to access some generic information about the financial products we advise on. The key to providing a successful financial planning is to know your client. A. T Prism we recognise that not everybody has the same attitude to their financial planning. But the approach we take with each client is the same. Each client is given our Client Agreement document which details our terms of business, remuneration options, regulatory status etc. Our service does not end with the delivery...
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PRISM INDEPENDENT FINANCIAL MANAGEMENT LTD - Haverfordwest, Pembrokeshire Independent Financial Advice - Mortgage Protection - Life Insurance - Pensions - Anuities
Based conveniently at the bottom of High Street, Haverfordwest, Prism Independent Financial Management was established on 21st April 2005 and is now a well established local business providing independent financial advice to our clients within our county and beyond;. Page you will see which products we advise on. Receiving independent financial advice is key to making the right choice with important life and financial decisions. Saving for retirement; Group and personal pensions, stakeholder pensions.
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