- Financial Planning
- Personal Insurance
- Business Insurance
- Equity Release
- Savings & Investments
- Wealth Preservation
"It is with pleasure that I write this reference, relating to our companies business with Priory Financial Planning Ltd.
As a local company, with a substantial and diverse UK wide workforce, we have many challenging and varied staff pension and protection requirements.
Priory Financial Planning Ltd started working with this company approx. 5 years ago, initially providing advice to some key staff. More recently, they conducted a review of our company pension arrangements and successfully transferred each member into a new modern pension structure. Each member was shown to benefit financially from the change and Priory Financial Planning Ltd facilitated individual meetings with staff to discuss and implement the new scheme. Priory Financial Planning Ltd have also set up and administer, both a company 'death in service' scheme and company 'income protection' scheme for key employees and are preparing our company for the impending headache of pension auto-enrolment and the various challenges that it brings.
Priory Financial Planning Ltd is an honest, reliable and friendly company, very professional and capable in all that they do. I value their Independence as Financial Advisers and the 'ease of contact', of using a local company and can happily recommend Priory Financial Planning Ltd and their services to your company."
Mr David Robinson