Premier Financial Planning

Independent Financial Adviser  Unit 8, Warminster, Wiltshire, BA12 0QE
First meeting at adviser's own cost
Independent, friendly, and knowledgable adviser with over 20 years of industry experience.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Sharia finance
Response rating
10/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Me Richard Odell
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

What our clients say
Excellent customer service skills, representing extremely good value for money.
Carole, Dorset
I have been more than happy with the advice and guidance you have given me over the years. As you know, I've recommended you to my children which isn't done lightly in my case. You do provide an exceptional personal service.
Julia, Wiltshire
As a service, Richard goes above and beyond to ensure his clients are getting the very best. I honestly can say I feel no stone was left unturned, therefore nothing could have been done better. His guidance, understanding & help have always been invaluable.
Henry, Dorset
Richard has always been incredibly helpful and forthright, and very thorough. Always totally upfront , honest and approachable.
Robin, Dorset
Great advice on releasing tax free money from my pension and where to invest the remainder. He explained everything to me in a simple way for me to understand what was needed and what was going to happen. There was nothing he could have done better because he did a great job and I am very happy with the outcome.
Paula, Wiltshire
Richard is great! Very professional and full of knowledge. He advised us well and we now have new better pension plans!
Elisa, Wiltshire
About us

Premier Financial Planning Ltd’s core focus is to deal with you as an individual and help you to understand things better and construct solutions that are tailor made to your specific needs and desires.

Our services

Financial Planning very rarely is isolated to just one aspect of your life. It is important to be able to take a view on your full situation, both personally and financially, to understand how best to construct your financial arrangements so that they benefit your life to the fullest, whilst also meeting your needs and requirements.

To ensure we are adding the most value to you we take this holistic approach to financial planning. Our services include the following: Investments, Retirement Planning and Solutions, Mortgages, Life Insurance and Protection.

Where to find us
Head office address: Unit 8, Yarnbury Court, Warminster, BA12 0QE
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 6.47 mi
I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
 
Independent Financial Adviser 8.31 mi
 
 
Independent Financial Adviser 8.36 mi
I provide clear, trusted and independent financial advice to private clients and small businesses.
 
Restricted - whole of market 8.57 mi
Helping you achieve your lifelong goals without worrying about money and overcoming all of the hurdles you face in life.