Our Services

In an uncertain and complex world Prosser Knowles Associates Limited are here to help make it easier and simpler for people to manage their finances, protect their loved ones and achieve their dreams. This is why we believe that the personal, face to face wealth management planning and advice we create will provide security and peace of mind now and into the future.

There are no off-the-shelf solutions – we firmly believe that each of our clients has particular circumstances, responsibilities and ambitions and requires an individual solution. Basing our service on this principle and as experienced advisers, we have built exceptionally strong, trusted and enduring relationships with our clients.

How we can help.
Here are just some examples of the breadth and depth of the help and expertise you will be able to access as a client of Prosser Knowles Associates Limited:

Individual Services

• Inheritance Tax & Estate Planning
• Retirement & Pension Planning including Pensions & Divorce
• Investment Planning – Building and Preserving Capital
• Managed Portfolio Service
• Financial Protection Against Risk
• Mortgage Advice

Business Services

• Corporate Pensions and Planning
• Business Protection

Whatever the circumstances, we can create a financial strategy personalised to your specific needs as an individual, for your family or for your business.

We understand it can often be difficult knowing where to begin with planning your financial needs. That is why we offer a complimentary initial consultation meeting to discuss your current situation, requirements and objectives and agree a plan of action.