Phone 01642 661 600
Prismatic Wealth Limited
Prismatic Wealth Limited
Menu Burger

News

See our latest news articles and updates below.

Interest Rates Remain at 0.5%

10th May 2018
Interest rates remain at 0.5%
https://www.bankofengland.co.uk/inflation-report/2018/may-2018/visual-summary
... Read More
sell

What caused the sell-off?

24th April 2018

2017 was the year when equity markets posted unbroken monthly gains and volatility was conspicuous only by its absence.

Now we have the first quarter behind us it may be a good time to look at recent volatility and ask what was behind it and what can we expect in the future.
... Read More
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
Keep Up To Date
Keep up-to-date with all our newsletters
Newsletter
View now
Get in touch

We’re here to help. Please fill in this simple form and we’ll get back to you as soon as possible.

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.
Read More
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.
Read More
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.
Read More

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 £180 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.

Find out more