About Principle First Financial Planning
At Principle First Financial Services, we have taken the concept of financial advice to a new level.
We have developed a comprehensive programme of financial planning centred on long-term client relationships and an innovative philosophy of sustainable investment.
Sustainability is the cornerstone of our investment thinking, and the guiding principle for a company which puts Principle First.
In the past, business was too often driven by the unsustainable values of exploitation, speculation and greed, and an ethos of ruthlessly plundering the planet’s fragile material resources.
In the financial sector, similarly unsustainable thinking sometimes prevailed.
The injustice inherent in that ethos has now been recognised, and a revolution is in progress, which will replace dated modes of thought with new ideas.
We have brought this new thinking into the financial world. We build strategies which are sustainable, grounded on long-term values as opposed to short-term opportunities.
Our strategy of constant innovation coupled with superb levels of customer service have made us one of the few financial advisers in the UK with the status of Chartered Financial Planner, the gold standard in the industry.
As such, we guarantee you highest-quality service in single projects such as organising your mortgage, pension, inheritance planning, investments for your children, or life and health insurance.
However, unlike many financial advisers, we do not simply resolve one financial challenge for our clients. We take a broader view, and offer an entire financial strategy.
At Principle First, we forge an ongoing relationship with our clients, guiding them and moving with them as they negotiate the entire financial life cycle. We assist our clients in anticipating the future, and help them formulate an all-of-life financial plan.
During the financial life cycle, as your financial needs evolve from buying your first mortgage, to arranging life insurance, through marriage, parenthood, and pension, Principle First remains with you, guiding you at every step
About Principle First Financial Services – Chartered Financial Planners
Our focus is simple – to continually research the best and most effective methods of financial planning, and with staff training and the use of technological development, strive to improve the service and products we offer our clients.
Principle First Financial Services is one of the few independent financial adviser firms in the UK to achieve Chartered Status. We were awarded this title in 2008 by the Chartered Institute of Insurance. The award and title represents our professionalism and dedication to providing the highest levels of customer service and financial planning.
Founded in 2003, we have had continued growth. Adapting the most efficient and technologically advanced research methods, we pride ourselves in ensuring our client’s financial planning needs are more than satisfied.
As a relatively young firm, we are proud of the strategy we have developed to become a leading financial advice company in the UK. Sustainability is a key ethic within our firm and we try to reflect this to our clients.
One of the main objectives of our business model is to develop and manage our own investment fund. As a group objective we plan to develop this fund at the correct time, once our client bank is large enough. This fund will be totally focused on investing in sustainable investments that will benefit our children and contribute to the global health as well as the economy. Our sustainable fund will invest in industries that contribute positively to the environment and home in which we live. We will continue to keep you up to date in the future development of this objective.
Principle First Financial Services is regulated and authorised by the Financial Services Authority. Our firm reference number is 409667, and any details in regards to our firm can be found at www.fsa.gov.uk.
