Wealth Management

Your house is only one piece of your broader financial profile. Planning for the future may sound tricky, but we work closely with an independent financial advisor who is able to help make sure that your money is invested in safely.

Whether you’re looking for advice on investments, long term savings planning, retirement planning or financial planning for business.

We are unable to provide you with advice on wealth management. However, we can introduce you to an authorised and regulated Financial Adviser who can provide you with specialist advice.
Wealth management services are referred to a third party. Neither TR Financial Ltd nor PRIMIS are responsible for the service received.