Prismatic Wealth Ltd

Independent Financial Adviser  Prismatic House, Stockton-on-Tees, TS18 3TX
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FCA authorised
Last authorised 1st August 2022
Take a free initial meeting to see exactly how we can help you.
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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Wealth management
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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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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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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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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
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Group risk
Meet our advisers
MR Simon Daykin
Investment Director
MRS Joanne Pearson
Financial Adviser
MRS Gillian Mackenzie
Director
MR Graham Laverick
Managing Director
About us

Prismatic Wealth are a firm of fee-based and wholly Independent Financial Advisers. Established in 1987, we have since secured a reputation for providing bespoke and valued financial planning advice to individuals and businesses across the North East and the whole of the UK.

We currently manage over £200 million for our clients and have built longstanding relationships based on trust and integrity, we are proud to have a great reputation with our clients and in the local business community.

As Independent Financial Advisers, we offer totally impartial advice within a transparent fee structure. Our advisers are all qualified to advise on Defined Benefit Pension Schemes and our work is on a fixed fee, rather than percentage of funds.

If you would like to meet with one of our advisers to discuss your situation and find out how we can help you, the initial meeting is always at our cost and without obligation.

We are happy to conduct face to face meetings, speak over the telephone or email, and use Skype and Circuit for video calling, whatever method suits you.

Our services

We cut through all of the technical jargon to explain to you how we can help you achieve your objectives and then see you through the implementation.
We will continue to review your plans, keep in contact with you through regular meetings and you can have access to your adviser at any time. As well as a dedicated Financial Adviser and support team you will also have exclusive access to our online 'Personal Finance Portal' to compliment your experience.
Our specialist, highly qualified team always put you first.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Prismatic House, 26 Falcon Court, Preston Farm Business Park, Stockton-on-Tees, TS18 3TX

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