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 Cheltenham, Worcester and Kidderminster.  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.

Stay in touch

If you would like to keep up to date with current industry trends or receive details of our product developments, seminars, events and newsletters, just fill in your details below.

News feed

When is it a good time for Protection Insurance?

Day to day life can be so hectic and complex even when we are healthy and financially secure. Time passes us b...

Who are the Client Services Team?

They say behind every successful man, is a great woman. In our case the great woman is our Client Services Tea...

Pensions – The New World

The world of pensions has changed.  Back in April 2015 the government changed the way we could access our pens...

Talking with new recruit Callum Pye

Kay Crooke met Callum Pye, Trainee Financial Planning Consultant of Prosser Knowles Associates Limited to lear...

Prosser Knowles Associates 30th Anniversary & New Office Open Day

As Prosser Knowles celebrates its 30th anniversary we have simultaneously relocated our head office from Churc...

WE ARE MOVING – OUR KIDDERMINSTER OFFICE

On the 12th May 2017 our Prosser Knowles Associated Ltd, Kidderminster Office will be moving. We are very p...

The ‘new age’ pensioner

Dale Gough, financial planner at Prosser Knowles Associates, looks at the greater freedoms we have when it com...

Team development success continues

The Prosser Knowles team recently received more good news when two of our team members completed their respect...

Am I spending too much?

With Christmas looming and the inevitable spending on food and gifts that come with it, I took it upon myself...

‘A certain uncertainty’

My favourite radio station is Radio 4, I am unashamed to admit.  I start the day with the ‘Today Programme’ an...