Independent, whole of market financial planning for you, your family and your business.
Prism was founded by Martin Evans in 1999 after a history of working for banks and insurance companies. PRISM is an acronym which stands for Protection, Retirement, Investments, Savings and Mortgages; the key areas of financial services that we advise on. Having been tied to a number of national networks over the years, Prism became directly authorised in 2010.
We are independent, meaning we are not tied to any companies, only working in your best interests. We will recommend products based on a comprehensive analysis of the whole market, and will place no restrictions on the products we consider unless you instruct us otherwise. We will, however, only make a recommendation when we know it is suitable for you.
Our qualified advisers and staff cover the entire financial services market. Whether you are seeking to build an investment portfolio, looking at mortgage requirements, protection, savings or creating a tax-efficient retirement strategy, we have the expertise to provide the answer. See below to meet our team.