About us

Financial advice that puts people first

We’re a team of experienced financial planners based in South Wales. We help business owners, families and individuals make confident financial decisions. Whether you're planning for growth, retirement or just trying to make things simpler, we’ll work with you to build a clear and practical plan.

Meet the team

At Premier Commercial Wealth Management Ltd we benefit from having an excess of 30 years combined experience working predominantly in the Commercial and Corporate Market helping businesses and their directors achieve their goals and aspirations.

Meet the full team
Headshot of Jonathan Williams.
Headshot of Paul Tracey.
About Jonathan
About Paul

Paul Tracey

Director & Chartered Planner

Jonathan Williams

Director & Financial Planner

Why people choose us

Over 30 years of combined experience

Fully independent advice

Friendly, one-to-one support

Modern tools & personal service

Trusted, confidential advice

Client stories

  • “Jonathan Williams is our contact and he and his team are very professional and easy to deal with, always very prompt to return calls and available to contact for advice at any time. We would certainly recommend this company.”

    Anthony & Sian

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  • "Jonathan and the team are easily accessible, providing quick, concise clear responses and feedback, whether in person and/or remotely making sure we have full understanding."

    Richard & Karen

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  • "As a qualified accountant in practice I have felt more than comfortable introducing Jon and Paul to a number of my high net worth clients, all of whom have only positive comments to say about the service they have received whilst being supported by the team at Premier."

    Matt

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  • "I have worked closely with Jeremy Reed, Jon Williams and the rest of the team at Premier Commercial Wealth Management Limited over the last couple of years and I have always found them to be an extremely professional, trustworthy and dependable organisation."

    James

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  • "Jonathan Williams has provided excellent advice consistently, and is always on the end of the phone if he is needed. I am looking forward to many years of excellent service from PCWM."

    Andrew

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  • "Jonathan has been consistently helpful, always willing to take the time to explain complex financial issues in language that we could understand, and his support has made a time that could have been overwhelming much easier for us."

    Kathy

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