Private Client Services
The foundation of the services that PRG Financial Planners Ltd provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
Our approach is simple; we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
PRG Financial Planners Ltd has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.
Private Client Advice
- Investment strategies
- Pension planning (including flexible drawdown)
- Tax planning strategies
- Life and health insurance
- School fees planning
- Estate Planning
- Mortgage and home purchase service
- Investment property service
PRG Financial Planners Ltd understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority does not regulate Estate & Tax Planning.
The foundation of the services that PRG Financial Planners Ltd provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.
Our approach is simple; we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.
PRG Financial Planners Ltd has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.
Private Client Advice
- Investment strategies
- Pension planning (including flexible drawdown)
- Tax planning strategies
- Life and health insurance
- School fees planning
- Estate Planning
- Mortgage and home purchase service
- Investment property service
PRG Financial Planners Ltd understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority does not regulate Estate & Tax Planning.
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