Financial Planning

Primary Financial Solutions offers comprehensive financial planning and wealth management services.

We help individuals, businesses and trustees to achieve their financial goals.


Over the years, the things you want to buy are getting more expensive but your savings may not be making enough to keep up with the cost of buying them. So, to make real growth over the longer term, you need to invest some of your money into plans that have the ability to perform better than inflation. As well as the potential for stronger growth, you also need to ensure that you are taking advantage of the tax-free and tax-efficient allowances that are available to you. Proper investment planning really just means that your money can work harder, and last longer.


Statistically, we are all going to be living longer and, hopefully, healthier. That means more years in retirement and that, in turn, means we are going to need more money to allow us to enjoy those retirement years. Pension planning can be confusing and complex, but the need to plan properly is a growing concern to most people. Checking that your current personal pensions are working effectively for you is something best done now, rather than waiting until it is possibly too late. Switching to a new scheme, if that is appropriate, and regular reviews to ensure you stay on track, could make the difference between just getting by or having a more comfortable retirement.

The value of investments can fall as well as rise. You may get back less than you invested.