WHO WE ARE

Primary Financial Solutions is a family run financial advice practice. Our advisors are able to help clients across the country and are supported by the Client Support Team based in our Head Office, set in the idyllic settings of Upham on the outskirts of Winchester.

ABOUT PRIMARY FINANCIAL SOLUTIONS

Primary Financial Solutions was founded to help clients across the UK who need personalised financial advice. Since opening in 2012 the majority of our clients are still with us today. We have worked closely with our clients to improve and enhance their financial future and this approach has seen the demands and needs of our clients grow. The changing requirements of our client base led to us improving the service we offer which is mortgage advice from the whole of the market and financial planning.

Meet Our Team

David Maccabe
David MaccabeDirector
Read More
Ian Nance
Ian NanceDirector
Read More
Suzanne Maccabe
Suzanne MaccabeAssociate Director
Read More
Rachel Wyles
Rachel WylesMortgage & Protection Adviser
Read More
Stacy Simpson
Stacy SimpsonWealth Associate
Read More
Tanya Glasbey
Tanya GlasbeyClient Support & Compliance
Read More
Kate Gorrie
Kate GorrieSenior Underwriter
Read More
Claire Tappin
Claire Tappin Client Support
Read More
Daisy Spake
Daisy SpakeBusiness Administration Apprentice
Read More

A GOAL WITHOUT A PLAN IS JUST A WISH

ANTOINE DE SAINT-EXUPERY, FRENCH WRITER

Mortgages

Mortgage advice whatever your circumstances.

Learn More

Pensions

Pension advice from qualified Advisers.

Learn More

Insurance

Insurance advice to protect you & your family for now and the future.

Learn More

Investments

Investment advice suitable to your needs.

Learn More