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See our latest news articles and updates below.

Stress Awareness Workshop

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

Volatility - What Does It Mean?

14th February 2018
The markets have seen increased volatility recently and whilst this is not unusual, it hasn't been apparent in recent years. But what does it mean?... Read More

Nearly half of pensioners puzzled by pension freedoms

25th January 2018
The positive effect of financial advice should be available to all. Increasing the uptake of advice needs to be a government priority. A midlife MOT to assess an individual’s retirement provision, at a stage in life when they have time to take action, could be the solution.... Read More

How savers pay the price

23rd January 2018
While Carillion employees and sub contractors are left reeling in the aftermath of the company’s collapse it is also innocent savers who will also be taking a hit.... 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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