Company Information

Get to know Prime Wealth Planning

Prime Wealth Planning is an independently-owned firm of Chartered Financial Planners located in Cheshire, UK. The company specializes in creating bespoke financial plans to help clients achieve their life goals, focusing on areas such as retirement planning, investment management, estate and inheritance tax planning, and personal protection. Their mission is to build long-term, trusted relationships with clients by providing clear, professional, and ethical financial advice. The firm is authorized and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Prime Wealth Planning

United Kingdom

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.