About Premier Financial Planning
Premier Financial Planning is a firm of Independent Financial Advisers based in Bath and working throughout the South West, with an excellent client review rating of 4.23 out of 5 from 44 reviews, with 36 customers rating them as excellent. The firm has evolved primarily through client recommendations and professional referrals – a powerful indicator of client satisfaction and the quality of their service. When a significant proportion of new business comes from existing clients recommending friends and family, it demonstrates genuine trust and satisfaction that goes beyond marketing claims. Located in Claremont House on Walcot Street, Premier Financial Planning provides convenient access for Bath residents and those from surrounding Cotswolds towns.
The firm's team, led by advisers including David Mayne, is consistently praised in client testimonials for providing personalised service with exceptional attention to detail. Common themes in reviews include appreciation for clear communication in "plain English" rather than financial jargon, making complex concepts accessible to clients regardless of their financial sophistication. Clients value Premier's approach of taking time to understand individual circumstances and goals before making recommendations, ensuring advice is genuinely tailored rather than off-the-shelf solutions. Services span financial planning, retirement planning, investment advice, mortgage assistance, life insurance, and protection planning.
Operating on a fee-only basis ensures Premier's advice remains completely independent, with recommendations driven solely by client needs rather than product provider commissions. As independent financial advisers, they can search the entire UK market to find the most suitable solutions for each client's unique situation. The firm's FCA authorisation (number 490515) provides regulatory oversight and client protection. For Bath and Cotswolds residents seeking a local independent financial adviser with strong client reviews, a reputation built on recommendations, and a commitment to clear communication and personalised service, Premier Financial Planning represents a solid, trusted choice. Their track record of client satisfaction and business growth through referrals speaks volumes about the quality of their advice and ongoing service.
Fee Structure
Premier Financial Planning operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.