home > Our Services > Wealth Management and Investments

Wealth Management and Investments

At Prosser Knowles Associates Limited, our business is to make it easier and simpler for our clients to manage their wealth.

This we achieve through provision of personal, face to face wealth management advice.  There are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions.  The solutions that work for one, simply would not work for another.  Basing our service on this principle, as experienced advisers we have built quite exceptionally strong, trusted and lasting relationships with our clients.

A Wealth of Expertise and Experience

The service we provide places the focus firmly on financial security over the long term.  The range of products our company has access to is constantly evolving in order to anticipate and satisfy client's needs.

Some examples of the existing services available through Prosser Knowles Associates Limited are:

  • Investments
  • Retirement Planning
  • Inheritance Tax Planning
  • Portfolio Management
  • Trust & Estate Planning
  • Offshore Investments
  • Life Assurance, Critical Illness, Income Protection Insurance
  • General Insurance (Household and Accident, Sickness and Unemployment Insurance cover only)
  • Health Insurance
  • Employee Benefits
  • Long Term Care
  • Mortgages

 

Whatever the circumstances we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family, or your business.

If you require further information about our Wealth Management Service then please contact us and ask for one of our Wealth Management Specialists.

Some of the products/services shown above are not or may not be regulated by the Financial Services Authority.  The Financial Services Authority does not regulate taxation and trust advice.

Shortcuts

Updates

subscribe to our RSS feed

Get in Touch

Click one of the below icons to get social with Prosser Knowles.

...Or click the button below to get us to contact you are a suitable time.