Premier Financial Planning is a firm of independent financial planners based in Bath and working throughout the South West. We provide advice to both individuals and companies on all aspects of financial planning. Our clients come to us because they are looking for friendly unbiased, professional guidance. We help them to achieve their financial goals, by formulating coherent, long-term strategies, which are monitored and reviewed on a regular basis.
At Rosemount Mortgage Planning we work on behalf of our clients comparing mortgage rates, costs and criteria from a carefully selected panel of mortgage lenders that represent the whole of the market, from the big high street names such as Nationwide and Halifax to some of the lesser known or specialist lenders such as Platform and The Mortgage Works.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained.
Our experience means we know what works and what doesn't. We access the whole of the market for suitable products to meet your requirements. This means we are well positioned to deliver the highest standard of service for you at all times, as no two client's needs are the same. We make our approach unique, giving personal attention to every client. One of our experienced advisors will meet with you in the comfort of your own home, or at our office in Bath.
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