Prismatic Wealth

Prismatic Wealth is a firm of Independent Financial Advisers that provides financial planning advice to individuals and businesses. They have over 40 years of experience and focus on helping clients achieve their financial goals through straightforward advice.
  • Pensions
  • Protection
  • ISA Insights
  • Auto Enrolment
  • Employee Benefits
  • Savings & Investments
Size
Small
Phone
N/A
Website
prismaticwealth.co.uk
Email
N/A
Locations
Prismatic House, 26 Falcon Ct, TS18 3TX
01642661600
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Vesta Wealth Limited
Vesta Wealth Limited is a firm of Chartered Financial Planners and Investment Managers, providing high-quality, whole of market Independent Financial Advice and Investment Solutions.
Company Details
Prismatic Wealth is operated by Prismatic Wealth Limited and is a Active company incorporated on 11 October 2012 with the registered office located in Stockton-on-Tees, County Durham. Prismatic Wealth Limited was registered 12 years ago.
Status
Active
Size
Micro
Directors
3
Age
12 years old
Employees
20
Turnover
Unreported
Total Assets
£908.98K
Cash in Bank
£408.22K
Total Liabilities
-£758.15K
Mrs Victoria Chantel Harrison
Director • British • Lives in England • Born in Feb 1979
Mrs Gillian Elizabeth Mackenzie
Director • British • Lives in Scotland • Born in May 1968
Mr Graham Bernard Laverick
Director • British • Lives in England • Born in Sep 1955
Prismatical Limited
PSC
More information on Prismatic Wealth Limited
Teams
All
15
Management
7
Finance
6
Consulting
5
Freelance
2
Vicky Harrison
Director • Joined Mar 2008
Carl Simpson
Operations Manager • Joined Jan 2014
Alexandra Coates
Corporate Manager • Joined Mar 2023
Graham Laverick
Managing Director • Joined May 2001
Simon Daykin
Investment Director • Joined Aug 2016
Connie Bint
Corporate Administrator • Joined Apr 2022
Luciana Drabble
Corporate Administrator • Joined Nov 2023
Rebecca Palmer APFS, Chartered Financial Planner
Senior Associate • Joined Mar 2013
Donna Molloy Acipd
Employee Benefits • Joined Jan 2012
Katie Watts
Trainee Paraplanner • Joined Jul 2020
Simon Daykin
Financial Planner • Joined Sep 2016
Rebecca Palmer APFS, Chartered Financial Planner
Senior Associate • Joined Mar 2013
Katie Watts
Trainee Paraplanner • Joined Jul 2020
Andrea Softley
Senior Paraplanner • Joined Nov 2012
Oliver Walls
Paraplanner • Joined Dec 2024
Joanne Pearson
Chartered Financial Adviser • Joined Oct 2017
Vicky Harrison
Director • Joined Mar 2008
Carl Simpson
Operations Manager • Joined Jan 2014
Alexandra Coates
Corporate Manager • Joined Mar 2023
Graham Laverick
Managing Director • Joined May 2001
Simon Daykin
Investment Director • Joined Aug 2016
Connie Bint
Corporate Administrator • Joined Apr 2022
Luciana Drabble
Corporate Administrator • Joined Nov 2023
Donna Molloy Acipd
Employee Benefits • Joined Jan 2012
Amy Wakeford
Employee Benefits • Joined Nov 2014
Rebecca Palmer APFS, Chartered Financial Planner
Senior Associate • Joined Mar 2013
Simon Daykin
Financial Planner • Joined Sep 2016
Carly Dursley
CORPORATE ADVISER • Joined Dec 2023
Oliver Walls
Paraplanner • Joined Dec 2024
Joanne Pearson
Chartered Financial Adviser • Joined Oct 2017
View 15 members