Client Area

This area of our website has been built to offer specific facilities to our clients.

Old Mutual Wealth page
For clients who have invested in Old Mutual Wealth products, click on this link to go to the Old Mutual Wealth portal page.

Financial Health Check
If you are interested in our services and in how we can help you manage your financial planning, click this link to register for our free Financial Health Check.

Downloads
Click here to access our range of brochures.

Client Newsletter
Click here to access Client Newsletter.

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… John Sprigg

How did you end up working in the financial services industry? As I didn’t know what I wanted to do when I...

Protecting your business

Without the right protection, you could be putting your business at risk Have you protected the future of...

Q3 (2018) Market Update Video

Jason Broomer, Head of Investment at Square Mile Research, provides a Quarter 3 (2018) market update in this v...

Have you reviewed your spending recently?

With Christmas just around the corner and the Budget due to take place on 29th October 2018, it’s the time of...

Market and Portfolio Update – Quarter to 30/09/2018

As we near Brexit day, which occurs at the end of March next year, Theresa May has finally published how the U...

Building New Business Relationships

As part of our ongoing business development plans, Prosser Knowles host two events in the Cheltenham and surro...

Gloucestershire Expansion

Prosser Knowles have had a presence in Gloucestershire for some time now. However, as our client bank has grow...

Making Sense of your Pension Arrangements

Have you reviewed your Pension Arrangements recently? In April 2015, significant pension changes came into eff...

Planning – to achieve your dreams and goals…

In a rare night off from parental duties, my husband and I took ourselves off and talked about all the things...

Twenty Years and Counting – Talking With Kay Crooke

You started working with Prosser Knowles Back in November 1998, what led you to work in the Financial Services...