Prismatic Wealth Limited
Prismatic House
Falcon Court
Stockton
TS18 3TX
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(131446) PrisWM Limited
Prismatic Wealth have been providing timely and valued financial planning advice to businesses and individuals across the North East and further afield for over 30 years. As Independent Financial Advisers, we offer totally impartial advice within a transparent fee structure. You can be assured of our commitment to the highest standards of professional practice. We are directly authorised and regulated by the Financial Conduct Authority.
Services include:
• Pension Planning
• Defined Benefit Pensions
• Pension Consolidation and Transfers
• Pension Drawdown and Annuities
• Pensions and Divorce
• Self Invested Personal Pensions (SIPP)
• Reaching Retirement Guidance
• Financial Planning including IHT, taxation
• Investment Planning Advice
• Investment Review
• Corporate Planning
• Employee Benefits
• Auto Enrolment
• Health and Wellbeing
• Business Protection
• Life Planning
• Estate Planning
• Protection Planning
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.