Prismatic Wealth Ltd

Prismatic Wealth Ltd Prismatic Wealth LImited is a firm of fee-based and wholly Independent Financial Advisers.

We provide corporate and private clients with bespoke, tailored financial solutions. With over ยฃ100 million of funds under management, Prismatic Wealth can boast an enviable reputation in investment management. Based on the prestigious Teesdale Business Park, our dedicated and highly qualified team of financial advisers and support staff pride themselves on our development of creative and innovati

ve 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.

Delighted to be supporting an amazing charity ๐Ÿงก
02/05/2025

Delighted to be supporting an amazing charity ๐Ÿงก

๐€ ๐ฐ๐š๐ซ๐ฆ ๐ฐ๐ž๐ฅ๐œ๐จ๐ฆ๐ž ๐ญ๐จ ๐๐ซ๐ข๐ฌ๐ฆ๐š๐ญ๐ข๐œ ๐–๐ž๐š๐ฅ๐ญ๐ก โ€“ ๐จ๐ฎ๐ซ ๐ง๐ž๐ฐ๐ž๐ฌ๐ญ ๐Ÿ“๐ญ๐ก ๐–๐ก๐ž๐ž๐ฅ ๐๐š๐ซ๐ญ๐ง๐ž๐ซ!

We are incredibly proud to announce that Prismatic Wealth has joined The Headlight Project as a 5th Wheel, standing alongside us in our mission to provide vital support for those affected by su***de across our region.

Their commitment is deeply personal. They shared:

"I have a personal connection to the Headlight Project, having known Russ and Cath since my university days and I understand the absolute devastation su***de brings. The Headlight Project provides such an amazing service in the region and Prismatic Wealth are proud to be able to support that by becoming a 5th Wheel Member."

Thank you, Prismatic Wealth, for your generosity, belief in our work, and for helping us continue to shine a light for those navigating loss and grief.

Autumn Budget Update
31/10/2024

Autumn Budget Update

Your summary of the Chancellorโ€™s 2024 Autumn Budget speech, includingโ€ฆ Find out how it affects your finances.

Autumn Retirement Round-up
08/10/2024

Autumn Retirement Round-up

Planning early and staying flexible are key for a comfortable retirement - a phased retirement approach can help boost your pension pot.

11/09/2024

Address

Stockton-on-Tees
TS183TX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8am - 3pm

Telephone

+441642661600

Website

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