Prosser Knowles Associates Limited - Tailored Independent Financial Planning and Wealth Management
Established since 1987, Prosser Knowles Associates Limited is a firm of independent financial and wealth planners and mortgage advisers based in Worcestershire, Herefordshire and Gloucestershire (including the Cotswolds). We have a team of highly experienced and highly qualified financial planners LOCATED in and around Worcestershire, Herefordshire and Gloucestershire. We provide financial planning advice to both individuals and companies throughout these regions on all aspects of financial planning, through a long term approach of fully understanding our clients' financial needs, financial wants and financial aspirations and then prioritising objectives. Our meetings with clients generally take place at their home as it is our experience that this is what works best for the majoirty of our clients. However, we are happy to meet with you at a time to suit you either at our offices, your home or your own offices.
Planning for a secure future, be it yourself, family or your business is, we firmly believe, one of the most important steps you will ever take.
Changes in your circumstances or the effects of, for example, inflation will require you to regularly review and act upon your financial situation. We provide our clients with a tailored wealth management service, which together we can work on to build and preserve your capital with the aim of satisfying your overall financial goals.
Please take a few moments to look through our Website where you will find our overall Financial and Wealth Management Service and expertise explained. We very much look forward to building a professional and valuable relationship with you in the future.
If you wish to take advantage of our FREE WEALTH CHECK which could take place at a time to suit you either at our offices, your home or your own offices, then please contact us or follow the link opposite.
Please contact us if you would like us to send you a copy of our Corporate Brochure.
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