News

See our latest news articles and updates below.

Looking Under the Bonnet

10th October 2017
According to a recent survey 55% of defined benefit members who spoke to a financial adviser chose to transfer out in 2016/17 compared to just 36% the tax year before.

The question is why are more and more individuals willing to give up their DB guaranteed income for what is perceived as uncertainty as to what they will receive in retirement?
... Read More
Rebecca

Promotion for Rebecca Palmer

3rd October 2017
Congratulations to Rebecca Palmer who has been promoted to Head of Paraplanning.... Read More
Rebecca

Chartered Status for Paraplanner Rebecca Palmer

20th September 2017
Congratulations to Rebecca Palmer, one of our Paraplanners, who has successfully passed another exam!... Read More
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British Steel Pension Trustees Confirm They Will Not Facilitate 'Buddy Transfers'

19th September 2017
The Trustees of the British Steel Pension Scheme have issued a statement confirming their stance on 'buddy transfers'.... 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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