About Us

A different approach to financial planning from Prosser Knowles.

Prosser Knowles Associates Limited is a leading independent financial planning and wealth management company, with satisfied clients across the UK.

Founded in 1987, the company provides independent financial advice and support to private individuals, trustees and businesses from its offices located in Kidderminster. Worcester, Cheltenham and Gloucester.  Our clients, whilst based around the UK, are in the main based in and around Gloucestershire, the Cotswolds, Worcestershire and the Midlands.

The majority of Prosser Knowles’ new business derives from the recommendations of existing clients, although many clients are referred to us by professional advisors (such as accountants and solicitors) who regard Prosser Knowles as a highly professional and knowledgeable partner.

Prosser Knowles firmly believes that one size does not fit all. We understand that each client has unique circumstances, each requiring a bespoke solution to suit individual needs.

Our experienced team of advisors continually monitors the marketplace, ensuring that it is always able to offer the very best advice. The team is highly responsive to change and has the ability to take advantage of market opportunities as soon as they arise.

We respond quickly to new initiatives within our industry, and we keenly monitor changes in industry regulation in order to offer the best new investment opportunities to our clients and their families.

We hope our website will provide an informative overview of our services and introduce you to our market leading approach, which is built on looking after our clients’ wealth effectively and gaining the best results for them.

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The 2020/21 end of the tax year guide

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Quarter 1 (2021) investment market update

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Market & Portfolio Update – Quarter to 31/12/2020

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Inheritance Tax and gifting guide

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How potential Capital Gains Tax changes could affect your clients

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