# Prism Financial Advice Limited

Prism Financial Advice Limited, based in Gateshead, has recently joined Titan Wealth and is rebranding as Titan Wealth Planning Limited. The firm serves individual investors seeking comprehensive financial guidance across multiple life stages, from wealth protection through to retirement planning.

The business specialises in providing tailored investment solutions and financial advice across several distinct areas. Their investment offerings include Long Term and Medium Term Portfolios, ESG-focused options for environmentally conscious investors, and three variants of Managed Portfolio Services—Active, Passive, and Blended approaches—catering to different investor preferences. They additionally offer a Sustainable Managed Portfolio Service for those prioritising responsible investing.

Beyond investments, their advisory services address specific financial needs: protecting important assets through appropriate insurance, growing wealth strategically, supporting the next generation through inheritance planning, managing life changes, and structuring retirement income. They serve high-net-worth clients through a dedicated Private Wealth division and have a specialist Sports Division for athlete clients.

What distinguishes Prism is their segmented approach to financial planning. Rather than one-size-fits-all solutions, they recognise clients have different objectives at different life stages. Their integration of ESG and sustainable investment options reflects modern investor values. The rebrand to Titan Wealth indicates backing by a larger wealth management group, potentially offering enhanced resources whilst maintaining localised service from their Gateshead office. They emphasise accessibility, providing direct telephone contact and prioritising fraud prevention through transparent FCA verification guidance.