Vicky Harrison
Director at Prismatic Wealth Limited
Based in England, United Kingdom
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Seniority
Director
Department
General Business & Management
Location
England
Industry
Financial Services
Company size
15
Contact information
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v•••••••@prismaticwealth.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Vicky Harrison
Most people worry about their retirement… • Will I have enough money to continue to do the things I enjoy? • Am I saving enough today? • What will my retirement look like? And with worry, comes the tendency to ignore the issues that weigh heavily on your mind. Our team of financial planners at Prismatic Wealth will guide you through the jargon to ascertain your financial goals. To help you reach your objectives, we focus on planning around: • Cash flow • Investment • Retirement As specialist pension advisers, Prismatic Wealth have been advising clients for over 30 years and we now look after clients’ funds totalling over £200m. We pride ourselves on being friendly, professional and approachable with the expertise to deal with the whole financial planning spectrum. Our clients’ values are at the heart of our business and my role, whilst behind the scenes, is to ensure we continue to deliver a high level of service. I am committed to working hard to develop our client experience, from ensuring we have the most experienced, qualified and committed staff to introducing new technologies to our client communication proposition. After 15 years in our current premises, the business has expanded so much that we will be moving to larger offices nearby in the next month. We started off working with local businesses and private clients and now have a team with the expertise to deal with clients across the globe. As well as dealing with an office move, I am also juggling a home move to the country with my husband and two young sons. My downtime (when it comes) is spent chilling out with my family, days out and holidays. Lets have a virtual coffee and chat: Telephone 01642 661600 vicky@prismaticwealth.co.uk
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