Primary Mortgages

Welcome to Primary Insurance and Finance Services.

A family-run business in Swindon that prides itself on a personal service.

Pensions

Please contact us for a no obligation discussion on all your Retirement needs. We would be happy to meet either in the comfort of your own home or in our town centre offices.

Personal Pensions
Occupational Pensions
Self Employed Pensions
Group Personal Pension Schemes
State Pensions
Pension Fund Withdrawal
Pension Reform
Full Retirement Planning Services

The value of pension and the income they produce can fall as well as rise. You may get back less than you invested.

Steve Graham

Business Principal

Founder of Primary, Steve has been in the Financial Services business for over 30 years and is highly experienced in all aspects of it. He is a fully qualified Financial Advisor specialising in pensions and investments, with a wealth of knowledge in the property market.

Please do not hesitate to get in touch for the very best, no obligation, financial advice.

Primary Insurance & Finance Services is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The Financial Conduct Authority does not regulate Some Buy to Let Mortgages.

Customer Privacy

Primary Insurance & Finance Services
101 Commercial Road, Swindon, SN1 5PL Tel: 01793 616617