News

See our latest news articles and updates below.

Donna

Another Exam Pass!

17th April 2018
Congratulations to Donna Molloy on successfully passing the CII's Group Risk examination.... Read More
Advice

Why You Need Good Quality Advice

12th April 2018
There are lots of inequities of the Ombudsman scheme. Whilst without question a system needs to be in place it can seem to be a lottery.

If you filled Lords Cricket Ground to capacity with IFA clients, only one spectator would have a successful FOS claim this year.
... Read More

Great North Run February Update!

23rd February 2018
A quick update of Juan's progress towards the Great North Run.... Read More

Stress Awareness Workshop

15th February 2018
Managing stress and why it's important - Stress Awareness Workshop - Thursday 15th March 2018.
... 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

Seated Meeting

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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