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What we doWe can provide either specific one-off advice or an ongoing wealth management service. We strive in achieving long term relationships with Clients which enable us to assist you in reaching your financial aspirations and goals.
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Some of Our More Popular Services
Life and Critical Illness Protection
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Retirement Planning
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Capital Investment Strategy
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Our Team Are Here to Provide Financial Advice |
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What Our Client's Are Saying
Brenda Knight-Simms
"Adam has a sound knowledge in the Financial field and now runs his own business
in financial advice, investments and tax related matters.
He was more than happy to arrange a meeting and travel to my home – a 300 mile round trip – in order to
discuss my financial requirements and to give his advice.
Adam is easy to talk to. He listens to what one is trying to achieve and is open and honest about potential investments.
He puts forward all the options and spells out what limitations the various investments may have and what tax implications
there could be. He tailors a plan to suit the individual and is definitely not a “one size fits all” person.
Phone calls and e mails are promptly and efficiently responded to.
I would be more than happy to recommend Adam Prior of Priority Financial and I would not hesitate to use his services
again in the future. He gave me very sound advice. The investments that he recommended to me have performed exactly
as his predictions and he keeps me informed on a regular basis as to their continuing results.
Thank you Adam for your excellent Financial advice."
in financial advice, investments and tax related matters.
He was more than happy to arrange a meeting and travel to my home – a 300 mile round trip – in order to
discuss my financial requirements and to give his advice.
Adam is easy to talk to. He listens to what one is trying to achieve and is open and honest about potential investments.
He puts forward all the options and spells out what limitations the various investments may have and what tax implications
there could be. He tailors a plan to suit the individual and is definitely not a “one size fits all” person.
Phone calls and e mails are promptly and efficiently responded to.
I would be more than happy to recommend Adam Prior of Priority Financial and I would not hesitate to use his services
again in the future. He gave me very sound advice. The investments that he recommended to me have performed exactly
as his predictions and he keeps me informed on a regular basis as to their continuing results.
Thank you Adam for your excellent Financial advice."
About Us
Priority Financial Planning Ltd is regulated by the Financial Conduct Authority and are committed to staying “Independent”
so that we can continue to offer clients a totally unbiased and professional service with the choice of all products and
providers within the marketplace.
Formed in 1986 to provide financial services for a long established insurance brokers, the company has grown from
strength to strength. The company is now totally focused on the financial services sector as the insurance client bank was
separated and sold some 10 years ago. This has enabled advice to be concentrated on the financial services sector required by our wide and varied client bank.
so that we can continue to offer clients a totally unbiased and professional service with the choice of all products and
providers within the marketplace.
Formed in 1986 to provide financial services for a long established insurance brokers, the company has grown from
strength to strength. The company is now totally focused on the financial services sector as the insurance client bank was
separated and sold some 10 years ago. This has enabled advice to be concentrated on the financial services sector required by our wide and varied client bank.