Premier Financial Planning

Call us now on 0845 2266967
Premier Financial Planning (IFA) Bath  

0845 2266967

1 Queen Square

         contact us          visit website

Opening Times:

Monday - Friday
08:30am - 18:00pm

Useful information:



  • Independent Financial Advisors
  • Pension Reviews
  • Tailored Financial Advice
  • Savings & Investments
  • Mortgage Advice
  • Tax Planning

Premier Financial Planning is a team of independent financial planners and advisors based in Bath, with over 20 years' experience in the industry

Premier Financial Planning operate under three core business values:

• Truly independent and unbiased advice on all aspects of your financial well-being;

• A focus on long-term relationships;

• Impeccable service.

We do this by offering our clients professional, holistic advice on their financial goals, providing a comprehensive long-term strategy which we monitor and review on a regular basis.

Premier Financial Planning can deliver advice on everything from mortgages and tax planning to investment portfolios.

We're one of few companies that provide tech based support to our clients 24/7 with all documents and information online for you to log in to and view. You will receive an online account that is accessible at any time through our website, and allows you to check information in real-time, providing a completely transparent service.

For friendly and reliable planning and advice, call us today on 0845 2266 967.


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