# Premier Wealth Planning

Premier Wealth Planning is a Bank / Wealth / Trust based in London, United Kingdom.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** isio.com
- **LinkedIn:** https://www.linkedin.com/company/premier-wealth-planning

## Regulatory record

- **Reports private funds:** No

## About

Premier Wealth Planning is a London-based wealth manager serving clients in Europe.

## Offices

- Belfast
- Birmingham
- Bristol
- Croydon
- Edinburgh
- Glasgow
- Leeds
- Manchester
- Reading

## Questions

### Is Premier Wealth Planning a separate company from Isio?

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.

### What investment vehicles does Premier Wealth Planning use?

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.

### Who owns Premier Wealth Planning?

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.

### How is Premier Wealth Planning regulated?

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.

## Related profiles

- [Premier Wealth Advisory Services](https://altss.com/profile/premier-wealth-advisory-services)
- [Preminent Investments](https://altss.com/profile/preminent-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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