We offer truly independent advice to clients mainly in the north of England.
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.
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 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.
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”
This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
At Primary Financial Management, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community.
Want to know more?
To find out more or to arrange a meeting with us, please call 07868 736 341, or email email@example.com