Prism Financial Advice Ltd - Gateshead

Prism Financial Advice Ltd is a financial planning firm located in Gateshead, England. The company's address is Unit 13, Prism Financial Advice Ltd, Keel Row, Prism House, The Watermark, Gateshead NE11 9SZ. You can contact them via phone at 01914619400 or through their website: prismadvice.co.uk.

Prism Financial Advice Ltd specializes in financial planning. Their team of experts provide advice and guidance to help clients make informed decisions about their finances. They can assist with a range of financial matters, including retirement planning, investment management, and tax planning.

The company's offices are wheelchair-accessible, with a car park, entrance, and toilet that can accommodate wheelchair users. There are also toilets available for all visitors. It is recommended to make an appointment before visiting the offices.

Prism Financial Advice Ltd has received positive reviews from clients, with 14 reviews on Google My Business giving them an average rating of 4.6/5. This is a testament to the high-quality service and advice provided by the company.

Reviews of Prism Financial Advice Ltd

David Thomson

5/5

Fay from Prism has been incredibly helpful in managing the changes to my pension arrangements. She was helpful and friendly, took the time to fully understand my financial goals, and came up with recommendations to make them happen. There has been a lot of complex processes and paperwork to navigate, and Fay was there to help every step of the way. I absolutely recommended Prism and Fay in particular to anyone looking for financial advice.

David Hawkins

5/5

We contacted Fay through Prism to assist us with our financial needs. She has been totally professional and navigated us through what we had thought was a complex field of pensions. We have found Fay to be extremely knowledgeable, helpful and friendly. She patiently answered our questions and we are now more confident in our financial future.
We would highly recommend Fay to any potential future clients.
David & Karen.

Tim G

5/5

Prism have been excellent at managing both myself and my wife's pensions. They were very helpful and friendly and spent a lot of time understanding our financial objectives and then coming up with a financial plan to deliver them. They review it regularly with us to understand any potential changes in circumstances. I would definately recommend them to others.

Joe Black

5/5

Fay has been excellent since we were put in touch last year. I came requesting pension and insurance advice, Fay dealt with my queries quickly and always explained everything very clearly, she is a pleasure to deal with and I couldn't recommend enough.

Mary Pickering

5/5

We have been dealing with Prism for several years and have always found them excellent.
Recently we have found ourselves in a very complex and stressful position with our daughters Trust.
We didnt think that this was something they would be able to help with but I asked David Rawson anyway.
He did a lot of research on our behalf and provided us with answers explained in a very clear and concise way.He also provided answers in other matters.His enthusiasm and genuine desire to help people is very apparent.We are very lucky to have him as our financial advisor and would highly recommend him and the company.

Kirsty Richardson

5/5

Fay has been my Financial Advisor for years and I couldn’t be more satisfied with the service I receive from her. She is trustworthy, knowledgeable and always puts the customer at heart of what she does. I would highly recommend her!

John Whitelock

5/5

We wanted advice on our Pensions and investments. Daniel Halliday arranged to come round for a visit. He was excellent. Explained things in a really simple way (just what we needed) He was very knowledgeable and gave us excellent advice on our Pension pots. Will definitely have him round again as we get closer to retirement. Definitely recommend PRISM and Daniel Halliday to anyone. Thanks again Daniel.

Mike

5/5

Fay has represented me for the last sixteen months since retirement through Prism Financial Services. Fay is very knowledgeable, helpful and friendly. I would most certainly recommend Fay and Prism Financial Services.