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Primary Financial Management Limited is Authorised and Regulated by the Financial Conduct Authority.

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

Registered address : 9 Thistlecroft, Houghton Le Spring, Tyne and Wear, DH5 8LT

 

Registered in England and Wales - Company number 6748574

 

Privacy Statement

 

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tel. 0191 5849476

About us

We advise clients mainly in the north of England and offer you high quality advice, excellence in service and careful and sustained attention to your needs.  

Our service is tailored to each client as we understand different clients have differing needs.

We will offer you an introductory meeting, free of charge and without obligation. This will enable us to understand your requirements and advise you if we feel we can help.

Just as importantly it will give you the opportunity to meet us and decide if you want our help.

 

We provide advice in following areas, for both individuals and corporate clients:

 

 

Individuals

Corporate

Investment

Company Investment

Retirement Planning

Group Pensions

Family Protection

SSAS/SIPP

Mortgage Protection

Keyman Cover

Estate Planning

Share/Partnership Protection

Inheritance Tax Planning

Tax Planning

 

 

Our experience shows that you want “plain English”; you don’t want to be confused with financial jargon. Our straight-talking approach shows honesty, integrity and humility, values on which we base our business.

 

If you choose to become a Primary Financial Management client, we will work with you to develop, implement and maintain a comprehensive financial strategy to meet your personal and business needs. This will assist you and your family in maintaining and growing your wealth, supporting your lifestyle and protecting against risks.

  

Offering a truly personal and professional service and using the latest technology we are able to offer meetings at a time to suit your needs and at a place of your choice be it at your home, place of work or at our office.

 

The Principal Financial Adviser Darren Ralston is asked to speak at many seminars and courses where valuable knowledge is passed on to help individuals understand the importance of making the right financial decisions.

 

Truly independent advice is about taking a holistic approach to your needs and requirements to ensure that you stay in control of your financial wellbeing.

Our aim is to help you take the guesswork out of your financial future by providing a strategy and framework to ensure your objectives are achieved.

 

“Put simply our process provides a strategy for you to Protect and Prosper”

 

 

Some aspects of estate planning are not regulated by the Financial Conduct Authority

Primary Financial Management Limited is Authorised and Regulated by the Financial Conduct Authority.

 

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

 

Registered address : 9 Thistlecroft, Houghton Le Spring, Tyne and Wear, DH5 8LT

 

Registered in England and Wales - Company number 6748574

 

Privacy Statement

 

web design copyright FTC Design