Prism IFM Ltd - IFA - Financial Adviser - Independent Financial Advice - Haverfordwest - Pembrokeshire
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Based conveniently at the bottom of High Street, Haverfordwest, Prism Independent Financial Management was established on 21st April 2005 and is now a well established local business providing independent financial advice to our clients within our county and beyond;

On our services page you will see which products we advise on. Receiving independent financial advice is key to making the right choice with important life and financial decisions.

These include:

  • Investment of capital for growth or income; ISAs, unit trusts, investment bonds etc

  • Personal protection; mortgage protection, life insurance, critical illness cover, income protection

  • Saving for retirement; Group and personal pensions, stakeholder pensions

  • Maximising your retirement income; conventional & enhanced annuities, income drawdown.

  • Inheritance Tax Planning;

Our Independent Financial Advisers offer independent financial advice from the whole of the market and are not tied to any one company or group of companies. This helps ensure you get the best financial solution for your aims and objectives.

So whether it be investing for growth, protecting yourself financially against death or critical illness, saving for retirement or making sure you maximise the income you get from your pension fund by using your Open Market Option, you can be assured of a robust approach to your financial planning requirements from a highly qualified and experienced IFA based in Pembrokeshire.

Our offices are within the long established Nicholas Insurance Services building at 46 High Street, Haverfordwest. Nicholas Insurance Services provide Commercial, Home, Travel & Motor insurance.

In today's highly complicated finance industry, true independent financial advice must be a priority. Large amounts of money can wasted by following old habits of sticking with a single provider's products purely out of old loyalties or lack of motivation to address financial planning issues.

We have the knowledge, expertise, qualifications and technology to get you the best possible deal for your money. We use the latest software to search products from the whole market.

We are authorised and regulated by the Financial Conduct Authority and adhere to their guidelines and regulations in order to be classed as Independent Financial Advisers.

Our client base covers the whole of Pembrokeshire. So if you are looking for an IFA to give you independent financial advice in  Haverfordwest, Milford Haven, Pembroke, Tenby or any other area of Pembrokeshire please do not hesitate to contact us for a free initial consultation.

If you prefer, we are happy to travel to offer a consultation in the comfort of your own home.

Prism Independent Financial Management is registered in England & Wales No. 5294999
Registered Office 46 High Street, Haverfordwest, Pembrokeshire, SA61 2DA
Authorised & Regulated By The Financial Conduct Authority

Financial Advice Haverfordwest - IFA Haverfordwest - Financial Adviser Haverfordwest - Pensions Haverfordwest