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Prismatic Wealth Limited
Prismatic Wealth Limited
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News

See our latest news articles and updates below.

British Steel Pension Scheme Update

12th August 2017
British Steel have announced that that they have agreed terms for separating the British Steel Pension Scheme from Tata.... Read More
Lauren and Juan

Two New Recruits Join Prismatic Wealth

10th August 2017
Due to continued expansion, we are delighted to have appointed two ‘new’ members of staff.... Read More

HMRC Tax & NIC receipts

18th July 2017
Figures published recently by HMRC revealed in the 12 months to May 2017, Inheritance Tax receipts totalled £5.1bn, meaning the £5bn figure had been broken for the first time ever. ... Read More

Hurdles to Overcome to Transfer Out of Defined Benefit Schemes

10th July 2017
Unprecedented numbers of people are seeking to transfer away from their existing defined benefit (DB) pension schemes to take advantage of the April 2015 defined contribution (DC) pension flexibilities. However there is a general sense that the pension system is struggling to cope with the increased pension demand.... 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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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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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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