Our Company

Our goal is to work with our clients to help them to generate an income for life they do not outlive, helping them to enjoy what they have earned without the fear of running out of money.

We want our clients and their families to be secure and self-sufficient even if things don’t work out as they had planned, if say they die too young or suffer ill-health.

We live in an age when perhaps too much information is available and it is our job to filter that for you and concentrate on what is relevant to you and use our experience and expertise to add insight.

Above all we wish to add peace of mind and confidence that your financial planning is as good as it can be so hopefully you can get on with enjoying your life.

We are not Accountants but we do take account of the taxation efficiency of financial products in making our financial recommendations.

We are not Solicitors but we do take account of the legal impacts of our recommendations on our clients and their beneficiaries.

Most of our business comes from our loyal existing clients and from their personal recommendations of their friends and colleagues to us.

The business was established in March 2008 by Managing Director and adviser Mike Nicholson. This was a change of Company structure from the partnership Premier Financial Planning which traded from September 1995 to that date as Premier Financial Planning.