Prestige Wealth Planning Ltd

Independent Financial Adviser  30 Lower Mortimer Road, Southampton, Hampshire, SO19 2HF
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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Equity release
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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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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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
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
Colin Johnson Chartered MCIS Dip Pfs
What our clients say
We have been with Colin Johnson since 2014 and are extremely pleased with the service we have received in that time. We had no prior experience in dealing with a Financial advisor, and were understandably not really sure what to expect, but on meeting him we felt immediately that we had done the right thing in order to make the most of our investments. We had everything explained to us in great detail, and never felt pressured into to making a decision after being advised. We are delighted to say that having taken the advice we have done really well and made far more profit on our investments than we ever would have, had we just left our savings in the bank or building society. We would not hesitate to recommend him to anyone seeking financial advice, as he is very approachable and down to earth. Nothing has ever been too much trouble for him whenever we have any queries he is quite happy to either see us or hold a telephone discussion. Mr & Mrs G and P Gander
Mr G & Mrs P Gander, Southampton
I hope the following review is suitable. Have a good holiday. I contacted Colin primarily for pension advice but also found him to be extremely knowledgeable about investments which resulted in him tailoring an individual package to suit my particular requirements. He worked extremely hard to produce a plan which suited my needs exactly. He patiently explained my options in a caring and easy to understand manner and made sure I understood everything before I proceeded. Before meeting Colin, I was hoping to reduce from full-time to part-time work, mainly for health reasons, and the plan Colin submitted made me realise this was possible and has resulted in me having a better quality of life and hopefully a secure financial future. His advice has been invaluable to me and I have had no hesitation in recommending Colin to my family and friends. Kind regards Marion
Marion Lloyd, Southampton
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

After listening to your needs and objectives, we will then create comprehensive financial plan with you to assist towards your financial goals.

We offer an ongoing review service to ensure that your financial plan remains on track.

Where to find us
Head office address: 30 Lower Mortimer Road, Southampton, SO19 2HF
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020

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