Premier Wealth Planning

Premier Wealth Planning draws on Isio's institutional investment research team, which services over £300bn of UK pension assets. This gives private clients access to asset-allocation frameworks, manager selection, and illiquid investment strategies typically reserved for large pension schemes. The practice does not publicly disclose its specific manager roster or co-investment activity.

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.

Yes. The firm's website explicitly lists family offices as a client segment. Premier Wealth Planning provides independent wealth planning and investment advice to family offices, alongside its work with individual clients, financial advisers, and charities. The group does not disclose the number of family-office relationships or total assets attributable to that segment.

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.

No. As a private advisory firm, Isio does not publish fund-level or portfolio-level performance track records. Any performance data would be provided directly to clients through private reporting. The group does not operate a public-facing asset management arm with market-facing funds.

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.