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Welcome to Prism Wealth

We believe we are able to give better advice by working together as a team.  We feed ideas off each other and assure your best practice and ensure continuity should an advisor become unable to work.

We also believe that you should have a designated point of contact and a single advisor as your primary contact. We also believe each adviser should be allocated administrator who can better understand your requirements as they focus on you.

To enable the two above requirements, we have structured two teams.

Please click the left icon to be directed to Alun Davies and James Randall’s team, and click the right icon to be directed to Trevor Doe and James Healey’s team.

Prism Wealth

Prism Wealth Management LTD is entered on the FCA register (https://register.fca.org.uk) under reference 1042389.

Prism Wealth (Hertford)

Prism Wealth (Hertford) LTD is entered on the FCA register (https://register.fca.org.uk) under reference 1036490.

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Prism Wealth Management
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