About Premier Wealth
Premier Wealth is a Financial Services company based in Southport (United Kingdom) founded in 2001, and was acquired by IWP in November 2021. Financial planning, wealth management, and related services are provided. Premier Wealth offers products and services including Investment Portfolio Management, Pension Advice, Tax Efficient Investments, and Inheritance Tax Planning. Its focus areas include Asset Management and Diversified. Its legal entity is IWP Financial Planning Limited. Its competitors include Investec, Aviva and Schroders.
Company details
Premier Wealth was established in 2001 in Southport, United Kingdom. The firm operates within the financial services sector, delivering financial planning, wealth management, and associated advisory services to clients. Activities are centered on asset management and investment strategies, with operations managed through the domain premierwealth.com. Geographic focus remains on the UK market, supporting individual and institutional needs in a regulated environment.
- Headquarters Southport, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website premierwealth.com
- Acquired by IWP (Nov 2021)
- Legal Name Iwp Financial Planning Limited
- Investors
- Acquired byIWP
(Nov 2021)
Products & Services of Premier Wealth
Premier Wealth offers a comprehensive portfolio of products and services, including Investment Portfolio Management, Pension Advice, Tax Efficient Investments, and Inheritance Tax Planning.
Services for creating and managing investment portfolios.
Guidance on pension options and transfers for clients.
Advice on investments that minimize tax liabilities.
Strategies for managing inheritance tax effectively.
Investors in Premier Wealth
Premier Wealth has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Personalized financial planning is offered by a nationwide team. | 2018 | iwpuk.co.uk | London, Canada |
Investor details for Premier Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Premier Wealth
2 dated milestones of Premier Wealth across 20 years, from founding to its latest funding, stage changes and deals.
- Founded Premier Wealth is founded.
- Exit Acquired by IWP.
Competitors of Premier Wealth
Premier Wealth has 3 listed competitors in our database. They include Investec, Aviva and Schroders.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| aviva.com | 1696 | London, United Kingdom | 27,873 | Insurance and asset management services are offered in multiple regions. | ||
| schroders.com | 1804 | London, United Kingdom | 249 | Investment management and wealth management services are provided to clients. |
Detailed competitors of Premier Wealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Premier Wealth (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Premier Wealth
Complete news archive for Premier Wealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Premier Wealth
Premier Wealth was founded in 2001.
Premier Wealth is headquartered in Southport, United Kingdom.
Premier Wealth was established in 2001 in Southport, United Kingdom. The firm operates within the financial services sector, delivering financial planning, wealth management, and associated advisory services to clients. Activities are centered on asset management and investment strategies, with operations managed through the domain premierwealth.com. Geographic focus remains on the UK market, supporting individual and institutional needs in a regulated environment.
Premier Wealth offers Investment Portfolio Management, Pension Advice, Tax Efficient Investments, and Inheritance Tax Planning.
Premier Wealth has 1 investor. Key investors include IWP Financial Planning.
Premier Wealth operates through Iwp Financial Planning Limited.
Yes. Premier Wealth was acquired by IWP in November 2021.