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 Gloucester, 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

Talking with Anna Lawrence

Anna Lawrence, Financial Planning Consultant at Prosser Knowles Associates Limited, chats with Kay Crooke (via...

Perfect time to review your finances

In times like these, we are forced to review our circumstances, adapt to the new situation and make whatev...

Cost reductions now available to families

Marketplace As a completely independent firm, we are constantly reviewing the marketplace to ensure both th...

Shielding your family from financial worries

Like for so many of us, 2020 has not been the year we expected. It seems to have thrown everything at us: stor...

Dandelions are resilient and so are we.

I hope this message finds you, your family, friends and colleagues physically and mentally well. New Norm...

Video conferencing – how to use zoom

We are now able to offer meetings via video conferencing using Zoom, Microsoft Teams, Facetime, etc as an alte...

Alarming £19bn left unclaimed in UK pension pots

Have you kept track of where all your pensions are and notified your pension providers when you have moved hou...

Coronavirus Update #7

Written by Square Mile Investment Services. Markets have rallied from their recent lows, and valuations are...

Quarter 1 (2020) Market Update

Quarter 1 (2020) investment market update provided by Jason Broomer, Head of Investment, from Square Mile Inve...

Coronavirus Update #6

Written by Square Mile Investment Services. With the FTSE 100 standing at around 6,000, Square Mile has sai...

Coronavirus Update #5

Written by Square Mile Investment Services. Dividends are normally a reliable indicator of company health....

Coronavirus Update #4

Written by Square Mile Investment Services. There is no doubt that the global economy is heading for a deep...

Managed Portfolio Service Update

Managed Portfolio Service Update - Q1 2020 Quilter Cheviot, one of the discretionary fund managers we use to...

Coronavirus Update #3

Written by Square Mile Investment Services. Markets continue to be amazingly volatile with the S&P...

Coronavirus Update #2

Written by Square Mile Investment Services. There is some sense that markets are beginning to feel somewhat...