Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money.  It’s less risky than...

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Protection

There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but...

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Mortgages

Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...

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WELCOME TO PRINCIPLE WEALTH SOLUTIONS LTD

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01785 212560 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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  • Great advice and friendly service from Principle Wealth Solutions Ltd.

    Jane Taylor

  • Thanks again to Leigh and the team for organising my mortgage and pension. What a fabulous service again.

    Brett Bailey

  • Can't speak highly enough of the advice and service offered-from initial enquiries through to completion. I'll always recommend PWS to family and friends who are re mortgaging!

    Matt Clarke

  • We have been using Rachael Bailey / Manning as our financial advisor for many years, well before she became independent. Her advice has always been second to none. We have watched our investments grow over the years and never had any anxieties about leaving our monies in her capable hands. We have always found her very professional and goes through everything in detail when we have our annual review. Rachael is very knowledgable and obviously keeps up to date with changes in her business duties. We would recommend her without hesitation to friends and family.

    Kevin Shaw

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