Prestige Wealth Planning Ltd

Independent Financial Adviser  8 Pearl Close, Otley, IP6 9QP
First meeting at adviser's own cost
Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan
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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Buy my next home
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Mortgage protection
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Next home / Remortgaging
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Life insurance
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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
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
MR Ian Miles
About us

Prestige Wealth Planning are an experienced team with its Head Office based in Lancing, West Sussex and advisers located throughout the UK.

We offer high quality, jargon free independent advice including pensions, investments, mortgages, life assurance and general taxation planning to individuals, companies and trusts.

We pride ourselves that many of our clients have been with us for over 20 years.

Our services

I am an IFA and co-ordinate the financial affairs for a number of my clients and their families by assisting them with achieving their lifestyle goals.

Years of experience 30
Areas of expertise: Investment Protection Pensions Residential Mortgage/Re-mortgages

Outside work I’m kept busy by my family and like to go to the gym and enjoy testing my knowledge at my local pub quiz.

Where to find us
Head office address: 8 Pearl Close, Hambleton Cottage, Otley, IP6 9QP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£101,000
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

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

Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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