Prism Financial Advice Ltd

Independent Financial Adviser  Prism House, Gateshead, NE11 9SZ
First meeting at adviser's own cost
We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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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
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
What our clients say
My husband and I were having great difficulty getting anything sorted out for my husbands pension and since you came into the picture it has been an absolute dream. Your support was magnificent and honesty was a breath of fresh air. I feel as if you went above and beyond for us. I would highly recommend you and your company to anyone, your support was amazing throughout.
Julie, Newcastle
I have recently held meetings with Fay Thomas, at your office in Gateshead, to discuss my retirement planning. I have been very impressed, initially by the office staff who looked after me during my visits, but more importantly by the advice and service Fay has provided. She provided very comprehensive solutions after identifying what I was looking for in the future but was able to present this advice in a friendly manner that was easy to understand while still being very professional. I would have no hesitation in recommending Fay and Prism Financial Advice to my family and friends and look forward to our next meeting.
Jackie, Boldon
Just a quick note to say thank you for your time on Friday. Seeking financial advice is sometimes daunting and the thought of being bombarded with technical jargon or recommendations of financial products did make me apprehensive. However the reality could not be further from the above. You were welcoming, quick to explain terms and also made it clear from the start that there was no intention to sell any product. I felt completely relaxed during the session and at the end had a clear understanding of the decisions I needed to make. I will have no hesitation in seeking your advice in the future and would recommend you and your company to anyone seeking financial support. Many Thanks for your assistance
Sean, Chester Le Street
About us

Prism Financial Advice Limited are Independent Financial Advisers with many years experience of advising both private and corporate clients on a wide range of financial planning issues. Our knowledge of the financial marketplace is extensive with all our advisers achieving industry recognised qualifications in Financial Planning. We understand that each client's circumstances are unique. Getting to know you and understanding your financial goals and ambitions is central to the way we work. Experience has shown us that working together in this way is crucial to developing a tailored solution. Over the years we have built a strong reputation for sound quality advice which has resulted in us being employed as approved advisers to an increasing number of FTSE 100 companies together with many smaller organisations all wishing to provide tangible support to their employees

Our services

We work with our clients to help them achieve their financial goals and aspirations

Where to find us
Head office address: Prism House, Prism House, 13 Keel Row, The Watermark, Keel Row, Gateshead, NE11 9SZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Prism Financial Advice Limited is authorised & regulated by the Financial Conduct Authority (FCA) under Firm Reference Number: 426165
Prism Financial Advice Limited is registered in England and Wales No: 05303532

With investing, your capital is at risk. The value of your investments will rise and fall at times and you could get back less than you invest.
Tax is dependent on individual circumstances and is subject to change based on UK legislation and taxation regime.

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

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