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.

Clear, honest advice

Helping you plan your future

Let’s Talk!

Martin Evans
Director / Independent Financial Adviser

Martin started his career working for a high street bank in 1978 and started advising clients as a financial adviser for the bank in 1988. Since then he has worked for large insurance companies, worked abroad as an adviser and became an Independent Financial Adviser in the UK in 1999, founding PRISM Independent Financial Advisers Ltd in 1999. Martin is the Compliance Officer of PRISM.

Qualifications
  • Diploma in Financial Planning
  • CeMAP Certificate in Mortgage Advice and Practice
  • R01 Financial Services, Regulation and Ethics
  • J01 Personal Tax
  • CF3 Financial Protection
  • CF4 Retirement Planning
  • CF6 Mortgage Advice
  • CF7 Lifetime Mortgage Activities
  • ER1 Equity Release
  • HR1 Home Reversion Plans
Warren Attewell
Director / Independent Financial Adviser

Warren has been in the financial services industry since 1984. He enjoyed successful careers with Lloyds Bank (5 years) and Pearl Assurance (13 years). Warren left Pearl in 2002 to become an Independent Financial Adviser and a Director/Partner of PRISM. Warren is the Financial Director of PRISM and is a Pension Transfer Specialist.

Qualifications
  • Diploma in Financial Planning
  • CeMAP Certificate in Mortgage Advice and Practice
  • AF3 Pension Planning
  • R02 Investment Principles and Risk
  • R04 Pensions and Retirement Planning
  • J01 Personal Tax
  • J02 Trusts
  • CF3 Financial Protection
  • CF4 Retirement Planning
  • CF6 Mortgage Advice
  • CF7 Lifetime Mortgage Activities
  • ER1 Equity Release
  • HR1 Home Reversion Plans
Rod Collins
Director / Independent Financial Adviser

Rod joined the financial services industry in 2000 and qualified as a Financial Adviser in 2001 working in Cardiff Bay. From 2005 to 2010 he was self-employed working with a National Company, joining PRISM as a Director/Partner in early 2010. Rod is the Company Secretary and is the line manager of all employees of PRISM.

Qualifications
  • Diploma in Financial Planning
  • CeMAP Certificate in Mortgage Advice and Practice
  • R01 Financial Services, Regulation and Ethics
  • R02 Investment Principles and Risk
  • R03 Personal Taxation
  • R04 Pensions and Retirement Planning
  • R05 Financial Protection
  • CF3 Financial Protection
  • CF4 Retirement Planning
  • CF6 Mortgage Advice
  • ER1 Equity Release
Stephen Chadwick
Mortgage and Protection Specialist

Stephen joined the financial services industry in 1996. Having worked for a major financial services provider and for a number of years being self-employed, he joined PRISM in 2011. His main role within PRISM is that of our mortgage and protection specialist.

Qualifications
  • Certificate in Mortgage Advice and Practice
  • R05 Financial Protection
  • ER1 Equity Release
  • Financial Planning Certificate 1
  • Financial Planning Certificate 2
  • Financial Planning Certificate 3
Lewys Richards
Paraplanner / Independent Financial Adviser

Lewys joined the team in September 2013 after graduating from Swansea University with a First class Honours degree in mathematics. Working primarily as a Paraplanner, he is also Diploma-qualified and has started advising on all areas of personal finance. He is currently working towards the Advanced Diploma and Chartered status. Lewys is in charge of marketing at PRISM and is a Pension Transfer Specialist.

Qualifications
  • Diploma in Regulated Financial Planning
  • Certificate in Mortgage Advice
  • AF1 Personal Tax and Trust Planning
  • AF3 Pension Planning
  • AF4 Investment Planning
  • R01 Financial Services, Regulation & Ethics
  • R02 Investment Principles and Risk
  • R03 Personal Taxation
  • R04 Pensions and Retirement Planning
  • R05 Financial Protection
  • R06 Financial Planning Practice
  • J02 Trusts
  • J05 Pension Income Options
  • J09 Paraplanning
  • J10 Discretionary Investment Management
  • CF6 Mortgage Advice
  • CF8 Long Term Care Insurance
  • ER1 Equity Release
  • MMath Master of Mathematics
Laura Beach
Office Manager

Laura graduated with 2:1 BA (Hons) in Business Studies from the University of South Wales in June 2013. She studied for her degree whilst working part-time in an office environment and raising her two young children. She joined us in September 2013 and now manages the day-to-day operations of the office.

Qualifications
  • Certificate in Mortgage Advice
  • R01 Financial Services, Regulation & Ethics
  • R05 Financial Protection
  • CF6 Mortgage Advice
  • BA Bachelor of Arts in Business Studies