financial partners for life
About Us
Principle Investment Management is a privately-owned, independent financial planning practice, based in Cheshire and established in 2003.
passion in what we do
Making a difference
We believe passionately in what we do and take genuine pride in making a difference to people’s lives through clear, jargon-free financial advice, tailored to you. Our ethos is to make financial planning accessible in order to provide confidence and transparency – and we are sure that you will happily recommend our services to those closest to you.
PRINCIPLE INVESTMENT MANAGEMENT ABOUT US
What We Are
Independent
Why is this important? It means that we have no bias towards investment partners and no other loyalty other than to our clients. We offer the right solutions purely based on what you need, every time.
Specialists
We have years of experience dealing with business owners, senior executives and other professionals so we know what individuals want and need from an independent financial services company. We can make busy lives less complicated when it comes to your financial planning.
Fee-based
Clear costs agreed up-front for our services, so there are no surprises.
People Business
Our approach is relationship-focused, and we work with our clients with the objective of improving financial well-being within a long-term professional relationship. Our aim is to become your financial partner for life.
Our mission
At Principle Investment Management, our goal is to simplify clients’ financial affairs, establish objectives and help clients live a life worth living. We exist to serve our clients individually so that they can spend more time with their families and loved ones, and to give them the freedom to do more of what they want, when they want.
Create a plan
Our Approach
We take time to listen to what you need in order to understand what you want to achieve. We will create a plan which we will discuss and agree with you, before we implement it and monitor and report on results.
Our business is based on five main values:
- Service: Putting clients at the forefront of what we do. Developing a service that works for you and your exact needs. We ask you what you want from us.
- Integrity & Trust: We will become very involved in all things financial and your closest personal thoughts and aspirations. Integrity, privacy and trust are essential for the relationship to work long term.
- Understanding you: What is important to you, your values and bringing a plan together to help live the life you aspire to. Help you plan, maintain and live the life you want.
- Organisation: We will bring order to your financial life working with you on an ongoing basis to achieve this.
- Financial partners: We bring insight from the outside to help avoid emotionally driven decisions. We won’t always agree with you and will always provide an impartial and balanced views on your financial affairs and life decisions when called upon.
- Transparency: We will agree with you our fees in advance of any work so it is very clear how we get paid and what we are going to do for you as clients.
- Technical expertise: We strive to be at the forefront of our own knowledge and education. Principle encourage a programme of improvement and education for all staff.
