Premier Financial Planning Ltd

Independent Financial Adviser  8 Serotine Crescent, Trowbridge, Wiltshire, BA14 7XE
First meeting at adviser's own cost
Retirement Planning & Wealth Preservation for local people I offer a high quality, customer-driven service with open, honest advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
10/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Luke Sword
IFA

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 an ability to analyse financial protection planning issues.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

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 examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

Accreditations
Certified Financial Planner
What our clients say
"Luke has been my financial advisor now for a couple of years and has excelled in all aspects including setting up finance for me for a recent acquisition. His communication is fantastic which is always important to me. However has not been my advisor recently as I withdrew the monies for buy to let and no longer in the funds that Luke did run.Brian Megson
Brian, MSN
We were seeking a better mortgage deal, having had our Santander repayment mortgage for 10 years with a not so good standard variable rate. As we had a good repayment history (even though we'd had an unfortunate change in circumstances) but considered that we had limited options. Luke was able to reassure us that we were likely to still have the option to remain with Santander but with a new mortgage product. Luke provided us their mortgage product options and his recommendation (having clearly listened carefully to our objectives) and we choose a 5 year fixed rate mortgage which will save us about 145 per month (1,740 annually) from April 2020. I am very grateful we now have this in place especially with the huge changes brought about by the current pandemic health crisis. Luke even assisted us when I had a technical problem accepting the offer online from Santander, getting in touch with them on behalf of me to help sort out our acceptance with them before the offer window expired.
Mr Reeks, Nr Clevedon
About us

In the current climate, I am offering remote advice and avoiding face to face meetings for the next few months!

We source the most suitable products for any given needs highlighted during the fact finding process. 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.

Our services

After 14 years working in the industry I have recently joined PFP as a financial adviser. I have an in depth knowledge of investment management, retirement planning, protection products and tax planning, to make the most of your wealth today and provide security for the future.
I offer a high quality, customer driven service with open, honest advice.
I live in Trowbridge with my wife and two young children. I enjoy running to keep fit and watching various sports but most of all I love spending quality time with my family.
Please get in contact to arrange a free financial review.

Where to find us
Head office address: 8 Serotine Crescent, Trowbridge, Wiltshire, BA14 7XE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 14th September 2020

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