The financial services market has rapidly grown over the last 25 years. In this constantly changing landscape with new laws and regulations, it is increasingly important to find quality financial advice. Prime Wealth Management was formed to provide complete, holistic, bespoke advice for private clients.

Our key priority is to build long-term relationships with all our clients. By carefully considering your needs, goals and aspirations we can provide tailored, constructive solutions. Successful wealth planning ensures money is invested in the best possible way meaning you and your loved ones can enjoy a prosperous quality of life. Our role at Prime Wealth Management is to help you plan for that journey, understanding and reviewing your circumstances as they evolve and help tailor your own personal financial plan.

We specialise in providing advice in the following areas;

Investment planning for growth or income needs

Retirement Planning including specifically advising around taking benefits

Inheritance Tax Planning

Trusts*

Personal Protection

Advice is personally provided by Adnan Mujaddadi. Adnan has a breadth of experience having worked in the financial services industry for 17 years. He graduated from the University of Westminster with a Bachelors of Arts Degree in Business & Finance in 2001.

Over the years he has worked for many large financial institutions including the Halifax as a Senior Financial Adviser, Lloyds Banking Group as a Wealth Management Adviser, and the Nationwide Building Society as a Financial Planning Manager.

Adnan Mujaddadi has been awarded the title of Chartered Financial Planner by the Chartered Insurance Institute (CII).

Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor’s degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.

Adnan is known for his integrity, honesty and professional approach to work, always putting his client’s needs first. His down to earth personality and careful planning ability has helped many clients prosper over the years.

For further details on how Adnan can assist you in reviewing your financial plans please contact him directly on 07963 079222. We look forward to welcoming you as one of our valued clients.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.