Prime Wealth Planning

Welcome Gavin Rhodes to the Prime Accountants Group! We’re thrilled to welcome Gavin Rhodes, our newest IFA Administrator, to the Prime Wealth Planning team! 🎉 Gavin brings a wealth (pun intended) of experience, passion, and fantastic energy that fits right in with our Wealth Planning team. With Gavin on board, we’re excited to keep delivering an premium service and support to our clients. 👋 Let’s give Gavin a warm welcome in the comments below and feel free to share your top tips for success in the world of financial planning! Here’s to new beginnings and continued success! 🥂 #PrimeWealthPlanning #WealthPlanning #FinancialSuccess

Glen Callow, our Managing Director, has been in London today at the Artficial Intelligence in Financial Advice conference at the Pullman Hotel Many startup and established providers were there demonstrating their solutions to points of pain for the financial planning profession #AIFA2024 #AIAdviceTech #AdviceTech #FinTech #ArtificialIntelligenceInFinancialAdvice #AdviserAI #digitaltransformation #FinancialAdvice #financialplanning #RiskProfiling #BuildingClientRelationships #ClientRetention #Compliance #LettersofAuthority

We had a great day yesterday hosting a table of clients and contacts at 🏉Stourbridge Rugby Club Corporate Lunch! 🏉 The atmosphere was great (if a little warm!) as we listened to inspiring speeches from our esteemed speakers: 🎤 Jonathan "Jiffy" Davies OBE 🎤 Darren Gough 🎤 Mike Osman as "Jethro” #StourbridgeRugbyClub #CorporateLunch #Networking #Inspiration #Entertainment #PrimeWealth #PrimeAccountantsGroup Callum O'Rourke Emma Clewes Andrew Hasnip Catriona Attride Alison Chaloner TEP Helen Smart Tony Nash Julie Craig Stoford Developments Ltd Mills & Reeve Darren Gough MBE Stourbridge Rugby Adam Rickard Mark Bostock Neil Wilson

🏉 We are eagerly anticipating the Stourbridge Rugby Club Corporate Lunch! 🏉   We will be attending this year's event, featuring captivating speakers:   🌟 Jonathan "Jiffy" Davies OBE 🌟 Darren Gough MBE 🌟 Mike Osman as "Jethro"   We can't wait for an afternoon of inspiration and entertainment. See you there!   #StourbridgeRugbyClub #CorporateLunch #Networking #Inspiration #Entertainment #PrimeWealth #PrimeAccountantsGroup Prime Accountants Group Glen Callow Callum O'Rourke Emma Clewes Catriona Attride Alison Chaloner TEP Andrew Hasnip Julie Craig Mark Bostock Tony Nash Adam Woodall Helen Smart Stourbridge Rugby  

With photos of last Fridays lunch at The Grand Callum O'Rourke Emma Clewes Gavin Faber Stuart Mair Paul Hodge Gareth O'Hara Rick Smyth Jeremy Kitson Russ Dunlevy Rob Sigley

We had a thoroughly enjoyable day at Bournville Rugby Clubs winter lunch. Great to see so many people in the Birmingham business community present and to catch up with recent and old friends. Good to see Johnno and Neil Back (spotted in the background while Johnno delivered his speech). Thanks to our guests who made the afternoon an engaging and fun experience. #primeaccountantsgroup #primeaccountants #primewealth #primeforensic

🌟 Exciting News! 🌟   Prime Wealth is thrilled to be hosting a table today at the prestigious Bourneville Winter Sports Lunch, at The Grand Hotel, Birmingham supporting the Bournville Rugby Club (BRFC)   We are honoured to be a part of this esteemed event, where sports enthusiasts and industry leaders come together to celebrate the spirit of competition and camaraderie.   🎤 And the excitement doesn't stop there! Martin Johnson CBE, the legendary England World Cup Winner and British Lions Icon, is the guest speaker! 🏉   We are ready to be inspired by his remarkable journey and invaluable insights into leadership and teamwork.   #PrimeWealth #PrimeAccountantsGroup #PrimeForensic #WinterSportsLunch #MartinJohnson #TheGrandHotel #Birmingham #Networking #Teamwork   Prime Wealth Planning The Grand Hotel Birmingham Emma Clewes Jeremy Kitson Glen Callow Callum O'Rourke Kevin Johns

After nearly 50 years of exceptional service, we bid farewell to John Osborne, a stalwart of Prime Accountants Group. From humble beginnings at Raftery & Co to overseeing our VAO department, John's expertise has been invaluable. To honour his dedication, the Prime team celebrated John's retirement and his journey with a memorable day at his cherished Norwich City FC. As he embarks on this new chapter, we extend our heartfelt gratitude for his commitment and friendship. His legacy will continue to inspire us. Thank you, John, for your decades of service and congratulations on your retirement! To read more about John's journey, visit: https://lnkd.in/ezH9Mt7S #PrimeAccountants #PrimeAccountantsGroup 📷 - Kevin Johns, Jamie Skelding, Adrian Pym, Glen Callow, Ian Jeffery, Morgan Davies, Jonathan Stobart, Paul Guise, Jeremy Kitson, Emma Clewes, Steve Harcourt

We are currently recruiting for the role of Paraplanner in Prime Wealth 📨 Could this be you?

On Stress Awareness Day, we’re tackling the difficult topic of stress in the workplace. Big workloads, short deadlines and unforeseen problems can all add pressure to the working day and increase stress levels. Here at Prime, we’ve put extra support in place to ensure that our team can access the help they need if they feel overwhelmed. Today, we’re reminding our team of all the support that is available via our employee assistant programmes. All services are available to our staff and their immediate family, including their partner and any children up to the age of 21. #StressAwarenessDay #MentalHealth #Wellbeing