News

See our latest news articles and updates below.

AE

Auto enrolment and increase of pension contributions from April 2018

18th January 2018
Minimum contributions are set to increase for employers this April...see how you are affected.... Read More
Pension

The importance of good Pension Scheme Governance

17th January 2018
As Defined Contribution Pension schemes have grown in number, size and importance, (having overtaken the number of workers saving in traditional Defined Benefit Schemes) the level of governance and management oversight required is increasingly becoming more important.... Read More
AE

2017 Auto-enrolment review – key points

15th January 2018
As part of the Government’s 2017 Auto-Enrolment (AE) review - the Department for Work and Pensions (DWP) has published its thinking on workplace pension reforms.... Read More
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Case Studies

SSAS Case Study

Are you thinking about implementing a SSAS in your business and want to know more about how it could benefit you. We’ve helped many business owners make the most of their future by putting a SSAS in place for their company. This case study will give you an idea of how a SSAS can work for a business and the financial rewards that can be generated.
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Building 2

Final Salary Pension Scheme Transfer Case Study

Martin, 54, works in the Construction Industry. Until last year he had spent 27 years in his employer’s final salary pension scheme.
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Building 1

Pension Transfer Case Study

Brian is age 62 and over his working life, he has accumulated 5 pensions plans, all with different providers, which combined equate to a transfer value of £320,000.
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About Us

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Independent Financial Advisers to individual and corporate clients.

Prismatic Wealth (previously known as WR Financial) is a firm of fee-based and wholly Independent Financial Advisers.

With over £100 million of funds under management, Prismatic Wealth can boast an enviable reputation in investment management.

Based on the Teesdale Business Park, our dedicated and highly qualified team of financial advisers and support staff pride themselves on our development of creative and innovative solutions to help achieve your goals and manage your financial affairs.

As Independent Financial Advisers, authorised and regulated by the Financial Conduct Authority we offer a full lifestyle financial planning service focusing on both your financial and life goals.

Through our corporate financial planning service, we provide tailored packages to grow and protect your business based on its unique needs.

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