Wealth Management

A significant proportion of our clients are Partners in the Magic / Silver Circle of Legal firms and Investment Banking / Finance Professionals.

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Financial Planning

No boring technical jargon, no complicated charts – just planning around your life goals using terminology in a language you understand.

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Investment Management

The Investment Management service is designed for those that feel comfortable to assess, without receiving advice, the suitability of a service to meet their needs and choose to benefit from Prime SAS Wealth approach to investment.

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Trust & Estate Management

Losing a loved one is hard but when a person dies, someone has to be responsible for tidying up their affairs. Their property and all of their assets are frozen and cannot be dealt with.

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For more information on our services please contact us.

We are still here for you

We are now all in a position where the COVID-19 virus is having an impact on our daily lives, whether personal or business. We are taking the opportunity of providing an update on our operational processes and resilience during this difficult period.

As a business our key priorities center on continuing to provide a high level of client service and providing a safe environment for our staff.

We would like to reassure you that we have robust plans in place to ensure that we remain fully operational.

If you have any questions in the meantime then please do not hesitate to contact us.

About Us

Prime SAS Wealth is a firm of Financial Planners / Independent Financial Advisers (IFAs) located in the heart of London. Prime SAS Wealth was set up in 2003 by a number of like-minded individuals that worked within the same Financial Services company for some years previously.

Over the years Prime SAS Wealth has established a notable reputation for professional, personal and corporate advice. Being truly independent, we are able to provide recommendations from the whole of the market. More importantly, we offer what we feel is a unique approach to advising individuals on their financial affairs as the cornerstone of our personal advice service. This is known as Life Time Cash Flow Planning, sometimes referred to as Holistic Financial Planning and is distinct from the traditional way of providing financial advice which may be referred to as a Transactional model.