Premier Wealth Planning

Premier Wealth Planning is a division within Isio Group, not a separately regulated entity. Isio was formed in 2020 when its management bought KPMG's UK pensions advisory practice. The wealth division operates under the same employee-owned structure and FCA permissions as the wider group, with wealth planners embedded across Isio's ten UK offices.

The firm does not publicly detail its product shelf, but its institutional heritage points to a mix of bespoke managed portfolios, pooled fund access (both active and passive), and potential exposure to illiquid assets through Isio's broader investment advisory capabilities. Isio also offers portfolio management services to external financial advisers via a dedicated platform.

Premier Wealth Planning is owned by Isio Group, which is an employee-owned business. Isio has no external private equity or bank ownership. The firm was formed through a management buyout of KPMG's UK pensions advisory practice in 2020, and its partnership structure extends to senior professionals across all divisions including wealth planning.

Premier Wealth Planning operates under Isio Group's authorisation and regulation by the Financial Conduct Authority in the United Kingdom. The group's FCA permissions cover investment advisory and discretionary management services. The firm lists a formal complaints procedure on its website, directing clients to its head of risk and, if necessary, to the Financial Ombudsman Service.