About Prism Financial Advice
Prism Financial Advice is a Financial Services company based in Gateshead (United Kingdom) founded in 2005, and was acquired by Titan Wealth in March 2024. Personalized financial planning services are offered to UK clients. Prism Financial Advice offers products and services including Personal Financial Advice, Retirement Planning, Ethical Investing, and Workplace Financial Planning. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension. Its legal entity is Prism Financial Advice Limited. Its competitors include Phoenix Group, Standard Life and Just.
Company details
Prism Financial Advice Ltd was established in 2005 as an independent firm based in Gateshead, United Kingdom. Financial advice services are provided, focusing on retirement planning and investment decisions. Clients are assisted by a team of experienced advisers in managing market volatility. Operations center on personalized solutions within the financial services sector across the UK.
- Headquarters Gateshead, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website prismadvice.co.uk
- Social LinkedIn Facebook
- Acquired by Titan Wealth (Mar 2024)
- Legal Name Prism Financial Advice Limited
- Investors
- Acquired byTitan Wealth
(Mar 2024)
Products & Services of Prism Financial Advice
Prism Financial Advice offers a comprehensive portfolio of products and services, including Personal Financial Advice, Retirement Planning, Ethical Investing, and Workplace Financial Planning.
Tailored advice on individual savings and investment needs.
Guidance for building funds to meet retirement objectives.
Advice on growth-oriented ethical and sustainable investments.
Services for employee benefits and business financial strategies.
Investors in Prism Financial Advice
Prism Financial Advice has secured backing from 1 investor. Prominent investors backing the company include Titan Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and investment services are provided to clients. | 2020 | titanwh.com | London, United Kingdom |
Investor details for Prism Financial Advice
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 Prism Financial Advice
2 dated milestones of Prism Financial Advice across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Prism Financial Advice is founded.
- Exit Acquired by Titan Wealth.
Competitors of Prism Financial Advice
Prism Financial Advice has 3 listed competitors in our database. They include Phoenix Group, Standard Life and Just.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| thephoenixgroup.com | 1782 | Birmingham, United Kingdom | 75 | Retirement planning services are provided to clients by Phoenix Group. | ||
| standardlife.co.uk | 1825 | Edinburgh, United Kingdom | Retirement and pension investments are managed by the firm. | |||
| wearejust.co.uk | 2004 | Reigate, United Kingdom | Financial retirement solutions are provided by Just for UK clients. |
Detailed competitors of Prism Financial Advice
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 Prism Financial Advice (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 Prism Financial Advice
Complete news archive for Prism Financial Advice
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 Prism Financial Advice
Prism Financial Advice was founded in 2005.
Prism Financial Advice is headquartered in Gateshead, United Kingdom. It is registered at Gateshead, England, United Kingdom.
Prism Financial Advice Ltd was established in 2005 as an independent firm based in Gateshead, United Kingdom. Financial advice services are provided, focusing on retirement planning and investment decisions. Clients are assisted by a team of experienced advisers in managing market volatility. Operations center on personalized solutions within the financial services sector across the UK.
Prism Financial Advice's top competitors include Phoenix Group, Standard Life and Just.
Prism Financial Advice offers Personal Financial Advice, Retirement Planning, Ethical Investing, and Workplace Financial Planning.
Prism Financial Advice has 1 investor. Key investors include Titan Wealth.
Prism Financial Advice operates through Prism Financial Advice Limited.
Yes. Prism Financial Advice was acquired by Titan Wealth in March 2024.