IFA Scottish Borders ~ Financial Adviser Scottish Borders ~ Financial Planning Scottish Borders ~ Financial Advice Scottish Borders ~
Pensions Advice Scottish Borders ~ Mortgage Advisers Scottish Borders

Call us on 01368 830 293

or email us on info@premier-ifa.co.uk

How We Work

OUR FIVE STEP FINANCIAL PLANNING PROCESS

Our financial planning process consists of five stages, ensuring you receive expert advice and superior service every step of the way

Fact Find & Risk Profile

Agree your Investment aims, objectives and attitude to risk

Analysis

Undertake an analysis of the most tax efficient implementation of your investment strategy

Financial Plan

Make the Financial Plan recommendation and seek mutual agreement on the way forward

Investment Implementation

Implement your portfolio using technology and manager-of-managers approach

Ongoing Advice

Provide regular reviews to ensure you remain on track to meet your goals

PWM Advisers Ltd - The Ramparts, Dunglass Mill, Cockburnspath, Berwickshire, TD13 5XE

Tel: 01368 830 293Fax: 08444 171 638Email: info@premier-ifa.co.uk

Registered Office: Chambers House, High Street , Peebles. EH45 8SW
Registration number: SC318483
Registered in: Scotland

PWM Advisers Ltd are authorised and regulated by the Financial Services Authority. PWM Advisers Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 466612. The FSA do not regulate National Savings products, personal and commercial loans, wills/will writing, utilities or some forms of mortgage, tax planning or inheritance tax planning. The guidance and advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
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