Primary Financial Solutions Ltd

Financial Adviser (Restricted Whole of Market) 3 Stable Office, Corhampton Lane Farm, Corhampton, Southampton, Hampshire, SO32 3NB
Response rating
9.5 /10
FCA verified
19th August 2019
We aim to work with you towards what you want to achieve – simple clear advice is key.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Nick Holmes
Senior Financial Adviser
What our clients say
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 (referred via Unbiased.co.uk), Chichester
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
Where to find us

3 Stable Office, Corhampton Lane Farm, Corhampton, Southampton, Hampshire, SO32 3NB

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

Primary Financial Solutions Ltd is an Appointed Representative of Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd, which is authorised and regulated by the Financial Conduct Authority. Quilter Financial and Mortgage Planning Limited is entered on the FCA Register www.fca.org.uk/register under reference 440703 and 440718. Licensed under the Consumer Credit Act. Primary Financial Solutions Ltd, Registered in England 7947939. Registered Address: 24 Picton House, Hussar Court, Waterlooville, Hampshire, PO7 7SQ. The value of pension(s) and the income they produce can fall as well as rise, you may get back less than you invested.

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