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