Premier Investment Management Services
Investment Company in Cambridge, Cambridgeshire
Established in 1997 and based near the historic city of Cambridge Premier Investment Management Services are independent financial advisers, authorised and adjusted by the Financial Services Authority. We supply quality investment advice to investors, which allows structured portfolio's to be created, based around the personal's investment requirements and risk levels. As an alternative and to accommodate individuals who prefer making their own investment decisions the execution only facility allows investors to purchase funds of their choosing, whilst enjoying significant discounts.
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Professional Services
read moreWe appreciate that in adddition to investment related matters that many investors have other areas of financial planning, where professional assistance would be welcome. We have therefore developed connections over the years with other trusted professionals, whose area of expertise differs from our own.
Investment Advice
read moreFor investors seeking confidential and independent advice relating to their investment requirements, we offer a fee-based service, enabling formal reports and recommendations to be prepared based upon the individuals needs. Initially, we will need to determine your investment objectives, risk levels, tax position and investment timescale.
Online Investment Purchase
read moreTo enable investors to purchase "collective" funds online using BACS or debit card as a payment method or direct debit for monthly savings, we have established a link into the Aegon/Co-Funds.co.uk dealing facility. Any investment purchased by this method will be completed with no initial charge being applied. Once purchased, investors will also have the option to view valuations or conduct any investment changes online, with any online investments switches being completed "free" of charge. The annual service charge levied for this facility equates to 0.20% per annum of the portoflio's value.
Financial Express
read moreThe Financial Express/Trustnet facility enables investors to research the investment funds that they are considering or monitor existing portfolios free of charge. A link into the investment information service provided by Trustnet has been made available for this purpose. Investors will have the ability to review performance graphs, charts and fund information for a vast number of funds from leading investment organisations. This facility provides a valuable service for investors conducting their own investment research.
Aegon
read moreAegon/Co-funds is the preferred investment platform of "Premier Investment Management Services Ltd", enabling structured investment portfolios to be created for clients, utilising a combination of quality investments funds from a list of over 4,000 funds, which are currently available within the Aegon/Co-funds facility. The ability for clients to consolidate their existing investments within the Aegon/Co-funds administration/valuation service may also be implemented at anytime via the free re-registration service provided.
Fees
read moreAs Independent Financial Advisers, we are primarily rewarded on a fee basis, which can either be paid directly or taken from any portfolio established, as part of the remuneration options available.
Execution Only Investments
read moreOur "Execution Only" service is competitive, with an advisor service charge of only 0.20% per annum being applied. Investors have the ability to select investments of their choosing from the 4,000 funds that are currently available within the "Aegon/Co-funds" on-line trading facility. Significant cost reductions are automatically applied, as the investor decides upon the investment funds required, without seeking advice, but naturally expects the cost of advice not to be included within the charges levied.
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