UK Pension Transfer Specialists

Prestige Wealth Partners prides itself on being one of the leading personal and business financial planning services providers in Perth’s Northern suburbs. It was established to provide a strong client focus that is delivered through high levels of personal services. Combine this with trust, reliability, responsibility and integrity we offer a unique and consistent service of financial planning.

Some of the typical financial services provided by Prestige includes retirement and superannuation planning, self-managed superannuation funds, investment planning, wealth protection and estate planning as well as offering a regular review service to ensure your strategy remains appropriate and on-track. The principal Rebecca Newton has worked in the Uk previously for 4.5 years and specialises in Uk Pension Transfers.

We are also proud to say that we offer one of the very few true ‘fee-for-service’ practices in this area. That is, we charge a flat dollar fee for the specific service as opposed to taking commissions or fees according to how much you invest. We believe this is an important factor in making us a true professional practice.

All financial planners within Prestige are Certified Financial Planners, meaning they have attained the highest certification that can be awarded to a financial planner. CFP practitioners have extensive industry experience and undergo a comprehensive education program. The qualifications gained by CFP practitioners are well above those required by law.