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About Us
Established since 1987, Prosser Knowles Associates Limited are a firm of independent financial and wealth planners based in Worcestershire. We have a team of highly experienced and highly qualified financial planners located in and around Worcestershire, Herefordshire, Gloucestershire and the West Midlands. Each of them have their own specialisms and particular areas of expertise.
We provide financial advice to both individuals and companies who have usually been recommended to us, 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. Most of our clients have been clients of ours for many years and value our long term approach to dealing with their financial planning needs.
Our meetings with clients generally take place at their home as it is our experience that this is what works best for the majority of our clients. However, we are happy to meet you at a time to suit you either at our offices, your home or your own offices.
As fully independent financial and wealth planners, our clients benefit from our being able to offer financial advice on the broadest range of financial products and financial services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable financial solution for our clients' needs.
We provide independent financial advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a financial review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial financial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we'll fully explain our financial recommendations and agree affordable priorities to assist you in acheiving your financial objectives.
Our charges can be structured in several ways. Some of our clients prefer a fee-based approach, whilst others are more comfortable with a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.
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