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  11. Primary Financial Solutions Ltd

Primary Financial Solutions Ltd

Restricted - Whole of Market  Unit D, Meadow View Business Park, Southampton, Hampshire, SO32 1HJ
We aim to work with you towards what you want to achieve – simple clear advice is key.
We can advise you on
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Annuity purchase
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Critical illness
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Income protection insurance
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Life insurance
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Nick Holmes
Senior Financial Planner

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 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.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
I have used Nick Holmes for many years and I can 100% say he knows what he's talking about. He always dishes out the best advice whether it be with pensions or mortgages. Nick Holmes has helped me through many situations and it means a lot that he can come to me in the evenings, out of his own way for a meeting and catch up. I would Highly recommended Nick.
Alison, Southampton
We are fairly green and inexperienced to the world of finance and pensions so everything seemed a bit confusing until Nick at Primary Financial Solutions stepped in to assess and explain in plain English the considerations and options for us. As result of his patience in educating us, and the logical and calm process applied, we have now progressed a number of steps along the financial path, and will continue to use Nick on regular basis. We would therefore recommend the services of PFS based on our experience. This has also taken a burden of weight off our shoulders with regard to ensuring that our pensions and other financial matters are now in the correct direction for us.
Phil and Joan, West Sussex
Firstly contacted unbias recommend by our pension people,found the service to be good and helpfull in setting up contacts with Primary Financial Solutions , The system worked well and we were able to speak to someone at PFS in good time.Very satisfied with their response . My first contact with Nick at PFS , i found to be very settling through this very anxious proccess,. After a very helpfull and fullfilling telephone conversation , a date was fixed for a Face to Face meeting at our convienince , From that moment on my life was changed , financially , to which I am Eternally Gratefull for the very Polite and resounding service PFS has undertaken .Methodicle Accurate , TRUSTING , EXPERT, Cost effective, Company . Thank you for your continued support. [sic]
R Emery, Chichester, West Sussex
So good to have a financial adviser you can trust. Nick Holmes at PFS is giving us the advice that works for us and takes the time to explain everything in detail.
Jes, Hertfordshire
From the initial contact until now, Mr Nick Holmes has proved to be a very, financially beneficial find. I was immediately struck by his quiet, confident and reassuring manner. I found him to be, knowledgeable, informed, engaging and immensely likeable. Even from the point of our first meeting, he engendered a sense of trust. As it turns out, it was trust well deserved and trust that has paid dividends. Thank you, Mr Holmes.
JMD, Alton
About us

Primary Financial Solutions is a family run financial advice practice. Our advisers are able to help clients across the country, as well as locally.

Primary Financial Solutions was founded to help clients who need personalised financial advice tailored to their individual needs and circumstances.

We work with our clients to understand their current financial situation and what they are looking to achieve. We take the time to understand their goals and use our expertise to guide our clients towards them.

One of the main areas we can add value to our clients is by reviewing their existing pension portfolios. Pension planning is an important and topical, but often forgotten, part of financial planning.

Checking that your current personal pensions are working effectively for you is something best done now, rather than waiting until it is possibly too late. Transferring to a new scheme, if that is appropriate, and regular reviews to ensure you stay on track, could make the difference between just getting by or having a more comfortable retirement.

Our services

Getting to know our clients is the main reason for our success so far.

From the initial meeting through regular reviews, the more we know about you and what you what to achieve the better our advice can be tailored to suit. We build on our first experience together, with reviews at least annually, which means that we can evolve your plans as your circumstances change.

Using this approach, we have found that our clients are happy to introduce us to friends and family as they feel comfortable that we are here to help - now and in the future.

Where to find us
Head office address: Unit D, Meadow View Business Park, Winchester Road, Upham, Corhampton, Southampton, Hampshire, SO32 3NB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Transferring out of a Final Salary pension scheme is unlikely to be in the best interests of most people.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 26th July 2021

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