Prime Wealth

Prime Wealth is a firm of independent financial advisers that assists individuals, business owners, and trustees with financial planning, investment, retirement, and estate planning needs. They provide advice to help clients manage their financial matters.
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Independent Financial Advice
  • Pensions and Retirement Planning

Size
Small
Phone
N/A
Email
N/A
Locations
Charter House, 161 Newhall St, B3 1SW
01212332992
Corner Oak, 1 Homer Rd, B91 3QG
01217112468
Whitley Business Park, 5 Argosy Ct, Scimitar Wy., CV3 4GA
02476518555
Digital Popularity
Social Media
Company Details
Prime Wealth is operated by Prime Wealth Planning Limited and is a Active company incorporated on 23 March 2012 with the registered office located in Coventry, West Midlands. Prime Wealth Planning Limited was registered 13 years ago.

Status
Active
Size
Micro
Directors
4
Age
13 years old
Employees
6
Turnover
Unreported
Total Assets
£339.23K
Cash in Bank
Unreported
Total Liabilities
-£78.12K

Director • Chartered Certified Accountant • British • Lives in England • Born in Aug 1966
Director • Accountant • British • Lives in UK • Born in Aug 1966
Director • PSC • Financial Advisor • British • Lives in UK • Born in Sep 1976
Director • English • Lives in UK • Born in Jul 1975
Prime Accountants & Business Advisers Limited
PSC
Teams
All
3
Management
2
Consulting
1
Managing Director • Joined Jul 2012
Senior IFA Administrator • Joined Mar 2025
Financial Planner • Joined Oct 2022
Managing Director • Joined Jul 2012
Senior IFA Administrator • Joined Mar 2025
Financial Planner • Joined Oct 2022