Prismatic Wealth Limited

Independent Financial Adviser Prismatic House, 26 Falcon Court, Preston Farm Business Park, Stockton-on-Tees, TS18 3TX
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
12th November 2018
Take a free initial meeting to see exactly how we can help you.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
Meet our advisers
Gillian Mackenzie
Director
Accreditations
Chartered Financial Planner
Graham Laverick
Managing Director
Simon Daykin
Financial Adviser
Where to find us

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

Contact us
About us

Prismatic Wealth Limited is 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.

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 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, over the telephone or email and using Skype, whatever method suits you.

Our services

We will cut through all of the technical jargon to explain to you how we can help you achieve your objectives and see you through the implementation. We will continue to review your plans, keep in contact with you through regular meetings and have access to your adviser at any time.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000

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