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Since 1st January 2013, payment via commission for investment advice has been withdrawn by the FCA as an option for clients. Prism has always offered the choice of payment via fee or commission but as such, all investment advice now is paid via fees. These fees can be paid either directly, or deducted from an investment product should the client wish to do so.

Full details of how we charge for advice will be given during our first meeting, without cost or obligation to the client.

Contact us to arrange a free meeting to discuss your financial goals, needs and objectives.

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