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Prism Independent Financial Management was established and authorised for trading on 21st April 2005. However, the new company was setup up by two local Independent Financial Advisers with a proven track record locally with companies such as Cleddau Insurance Services, Prudential & Pembrokeshire Financial Services.
 
Richard Davies, another local IFA of long standing with companies such as Prudential and Pembrokeshire Financial Services was invited to come aboard and after a short time spent attending the necessary aspects of setting up a business the company was finally authorised by the Financial Services Authority to start trading on 21st April 2005.

Paul Harries has been an IFA since 1995 and started his career with Prudential.

After some time spent at Cleddau Insurance Services in Neyland  & Nicholas Insurance Services in Haverfordwest, an opportunity presented itself to start his own company servicing past Protection & Investment clients of Nicholas Insurance Services.

Office space was leased from Nicholas Insurance Services and our current premises are at present located within the Nicholas Insurance Services building at 46 High Street, Haverfordwest.

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 Services Authority