use the sub-menu above to access some generic information about the
financial products we advise on.
We provide a comprehensive financial planning service using financial
products from the whole of the market to provide solutions to clients'
financial planning objectives. We advise on a range of products
from complex investment and pension plans to simple
mortgage protection plans. Our advice process is structured and
comprehensive regardless of the complexity of a client's financial
The key to providing a successful financial planning is to "know your
client". At Prism we recognise that not everybody has the same
attitude to their financial planning. But the approach we take with each
client is the same. Each client is given our Client Agreement document
which details our terms of business, remuneration options, regulatory
A Confidential Fact Find is completed to enable us to obtain as much
personal and financial information about our clients as possible to enable
us to provide the best financial solutions to their financial planning
aims and objectives.
Our service does not end with the delivery of a policy document. We
maintain regular contact with our clients offering at least an annual
financial review. We have embedded the Financial Services Authority's TCF
or "Treating Customers Fairly" initiative at the
heart of our business to ensure our clients receive the best possible
independent financial advice.