Business Details
29 Years
experience
Trusted Financial Advisers in Cambridge
Established in 1997 and incorporated in 2012, Premier Investment Management Services Limited operates as Independent Financial Advisers near Cambridge, regulated by the Financial Conduct Authority under reference 587647. Our core mission is to provide tailored investment advice to personal investors, creating structured portfolios aligned with individual risk profiles, income requirements, taxation considerations, and time horizons. We operate on a transparent fee basis, ensuring clarity and value for our clients. With over 25 years of industry experience, our principal advisor and director, Lance Sharman, leads our commitment to delivering expert financial guidance. For clients preferring self-directed investments, our Execution Only service offers significantly reduced charges compared to standard industry rates.We also facilitate introductions to trusted specialists in complementary financial areas such as accounting, tax planning, mortgages, pensions, and estate management. Our partnerships with reputable discretionary wealth managers and stockbrokers provide clients access to individual equities and alternative portfolio solutions. We prioritise client relationships by offering fee reductions on referral services where applicable, with no initial charges for sourcing alternative portfolio managers. Our regulatory compliance and focus on UK-based investors underscore our dedication to professional standards and client-centric service.
Services
Investment Advice
Execution Only Service
Portfolio Management
ISA Transfers
Financial Planning Referrals
Discretionary Wealth Management
Tax-Efficient Investments
Pension Planning
Estate Management
Online Fund Purchases
Details
- Year established: 1997
Highlights and features
- 25+ years of investment industry experience
- FCA-regulated financial advisory services
- Transparent fee-based investment advice
- Low-cost Execution Only investment platform
- Established network of trusted financial specialists
Associations and certifications
- Financial Conduct Authority
Services
Investment Advice
We provide tailored investment advice to create structured portfolios aligned with individual risk profiles, income requirements, and time horizons. Our FCA-regulated advisors deliver formal recommendations based on client-specific financial goals. This service caters to investors seeking professional guidance for long-term wealth management.
Execution Only Service
Our Execution Only platform enables investors to purchase funds at significantly reduced charges compared to standard industry rates. This service suits experienced investors making their own investment decisions while benefiting from cost-effective transaction execution through our A J Bell partnership.
ISA Transfers
We specialise in transferring existing ISAs to new tax-efficient investment vehicles without losing tax-free status. This service helps clients optimise their savings through competitive fund options while maintaining regulatory compliance for UK taxpayers.
Discretionary Wealth Management
Through trusted partners, we facilitate access to discretionary portfolio managers and stockbrokers offering tailored equity investments. This service addresses clients seeking alternatives to traditional banking services with minimum investment thresholds exceeding their requirements.
Financial Planning Referrals
We connect clients with vetted professionals in complementary financial fields including tax planning, estate management, pensions, and mortgage advice. This service ensures comprehensive financial solutions through our established network of trusted specialists across multiple disciplines.
People
Lance Sharman
Principal Investment Advisor & Director
With over 25 years of investment industry experience, Lance leads our advisory services, specialising in portfolio construction and client-focused financial planning while maintaining FCA regulatory compliance.
Questions
Are you regulated by the Financial Conduct Authority?
Yes, we are authorised and regulated by the Financial Conduct Authority under reference 587647.
What investment options do you offer?
We provide tailored investment advice, Execution Only services, ISA transfers, and access to discretionary portfolio managers.
Can I transfer my existing ISA?
Yes, we specialise in transferring ISAs to new tax-efficient investments without losing tax-free status.
Do you offer online investment platforms?
We provide online access through our Aegon/Cofunds partnership for purchasing unit trusts and OEICs.
What other financial services can you connect me with?
We offer referrals to specialists in tax planning, estate management, pensions, mortgages, and accounting services.
How are your fees structured?
We operate on transparent fee-based arrangements with potential reductions for larger investment amounts.
