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Please 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 situation.

The key to providing a successful financial planning is to "know your client". A
t 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 status etc.

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.

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