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Common Questions

Many of your questions about Investments maybe answered on this page.


Where should I invest my money?
At Primary we can offer full Financial Planning through some of the major investment providers who offer a fully range of products i.e. ISA’s, Unit Bonds, Investment Bonds etc. We will also offer a regular review of your financial affairs to meet you forever changing circumstances.
 

Can I trust the advisor in front of me?
When we offer advice at Primary we follow a strict code of conduct laid down by the Financial Services Authority.
 

Why should I invest through a finance advisor and not through my bank or building society?

At Primary we pride ourself on giving our clients ongoing advice and building up a long-term relationship with them.
 

Can I check on my Investment via the internet?
With up to date technology most of our providers offer this service
 
 
Primary Insurance and Financial Services is an appointed representative of Instrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited which is authorised and regulated by the Financial Services Authority
101 Commercial Road, Swindon, SN1 5PL
Tel: 01793 616617 Fax: 01793 618127