Premier Investment Management Services Ltd

Independent Financial Adviser  CAPITAL HOUSE, 3 BENSTEADS END, CAMBRIDGE, CAMBRIDGESHIRE, CB21 5JS
First meeting at adviser's own cost
Independent investment specialist, based near Cambridge, with over 20 years experience of advising and managing investments for individuals. Portfolio's are based around an individuals investment aspirations, risk levels and time horizons.
We can advise you on
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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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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Stockbroking services
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR LANCE SHARMAN
Investment director

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations
Certified Financial Planner
About us

Fee based be-spoke investment specialist.

Our services

Portfolio Management
Isa and Isa transfers
Ethical investments
Risk based solutions
Low cost passive solution

Where to find us
Head office address: CAPITAL HOUSE, 3 BENSTEADS END, GREAT WILBRAHAM, CAMBRIDGE, CAMBRIDGESHIRE, CB21 5JS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Premier Investment Management Services Ltd, are regulated by the Financial Conducts Authority (FCA) - reference 587647. Please refer to our website <url hidden> for further information.

Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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