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
10/10
FCA verified
24th June 2019
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
Joanne Pearson
Financial Adviser
Simon Daykin
Investment Director
What our clients say
Great service, great advice, smooth process. Excellent and prompt communication. Clear instructions and step by step details of the process to transfer my pension to NZ. Comprehensive advice which was sent in a timely fashion. Friendly, professional advice which was tailored to my needs. Very smooth process - my NZ advisor was equally impressed. Also excellent value for money compared to other advisors. Would definitely recommend!
Melanie Howitt, New Zealand
Impressive and reassuring over many years we have enjoyed what has been a very good relationship with Prismatic. Their thorough approach to everything has been extremely impressive.
Nigel, Reading
I would just like to say what a pleasure it was to deal with this company. I used them for advice on a pension transfer and from the first meeting to the last they were professional efficient and left me feeling comfortable that they where giving me best advice. I would not hesitate to use them again and would recommend them to any one looking for financial advice.
Geoff Lister, Stockton
Where to find us

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

Make an enquiry
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, we are Pension Transfer Gold Standard certified 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 free and without obligation.

We are happy to conduct face to face meetings, over the telephone, email, Skype or by Circuit call, 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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