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.

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Click here to access our range of brochures.

Client Newsletter
Click here to access Client Newsletter.

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Prosser Knowles Business Continuity Plan

Preparation As the impact of COVID-19 is being felt by people around the world I am writing to you to let y...

We’re open for business

We remain open and committed to delivering the advice you need from us during the current COVID-19 outbreak. I...

CORONAVIRUS UPDATE

Written by Square Mile Investment Services. Yesterday, global stock markets endured their worst trading day...

Quarter 4 (2019) Market Update Video

Jason Broomer, Head of Investment at Square Mile Investment Consulting & Research, provides a quarter...

Lower mortgage rates lead to higher birth rates!

A report from the Bank of England indicates that when mortgage rates drop, birth rates rise. The working pape...

Will your financial adviser retire before you?

Have you considered the age of your financial adviser, if you have one? Some people steer away from the idea...

Imagine a retirement where you can do more of the things you love

We all want to enjoy a new lease of life in retirement, but having enough money to pay for bigger plans on top...

Market and Portfolio Update – Quarter to 31/12/2019

Written by Square Mile Investment Services. The portfolio made further progress over the final quarter to c...

From £200 per month, to your First House: How to Save for your First Home

Buying your first home is probably harder than it’s ever been before.  In-order to buy your first property, y...

Misconceptions of common law cohabitation

Recent research has highlighted the fact that many people believe there are common law marriage laws protectin...

Quarter 3 (2019) Market Update Video

Quarter 3 (2019) market update provided by Jason Broomer, Head of Investment, from Square Mile Investment Cons...

Prosser Knowles Expands Further into Gloucestershire…

At the beginning of October 2019, a local firm of independent financial advisers and wealth planners opened th...

Market and Portfolio Update – Quarter to 30/09/2019

Written by Square Mile Investment Services. It is fair to say that it has been a strange summer. The Brexit...

Brexit uncertainties drive down share prices…

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the...

Life Insurance Explained #1

The first in a series of videos explaining some of the different types of insurance policies available in the...