Managed Portfolio Service

Welcome to the complete Investment Proposition from Prosser Knowles Associates Limited

  • The Prosser Knowles Investment Proposition provides low cost access to professional investment management. Our no-nonsense, easy to understand pricing structure ensures you won’t pay extra hidden fees.
  • We will select a portfolio, constructed by a skilled investment team, that matches your objectives and attitude to risk.
  • Your portfolio will be created following a meticulous research process and will comprise high-quality diversified funds from major investment houses.
  • We monitor investments regularly to ensure your portfolio remains firmly within your chosen strategy.
  • Regularly, a skilled investment team will rebalance your portfolio so it is in tune with the latest market movements. If conditions change rapidly, they will make appropriate changes.

Investment Expertise

For peace of mind, the Prosser Knowles Investment Committee regularly monitors the performance of our chosen Investment Proposition to ensure that it continues to meet our clients’ needs and requirements.

Professional Portfolio Management

With conditions in financial markets fluctuating on a daily basis, it is crucial that your investment portfolio is always structured correctly in order to achieve your objectives and reflect your attitude to risk.

Experience and expertise are needed to combine, for example, equities, bonds and cash – and then select the very best investment opportunities. Adapting a portfolio to reflect current market movements also requires detailed knowledge of the financial sector. Prosser Knowles’ Investment Proposition offers a complete solution, managing mixed portfolios with the highest levels of financial expertise.

Wealthy families have been using dedicated professionals to successfully manage their portfolios for generations, but even if you don’t have huge sums to invest, our Investment Proposition offers the enormous benefits of professional discretionary management at a highly attractive cost. Also, our clear and straightforward pricing structure means you won’t be caught out by any hidden extras.

A Portfolio to perfectly match your objectives

Whether you are a cautious investor looking for steady long term growth or are more adventurous and happy to accept a greater level of risk, our Investment Proposition can meet your requirements.

A highly skilled team manages each investment strategy in line with the changing markets so your personal portfolio is working effectively to meet your specific financial goals.

By constantly assessing global economic and financial conditions, our chosen Investment Proposition’s dedicated experts can evaluate the most attractive investment opportunities and the balance of assets.

Portfolios are then carefully created by combining high quality funds from some of the best known investment management firms in the world.

Providing a straightforward solution

So if you are considering investing for the medium to long-term and don’t want the everyday responsibility and hassle of personally managing your investments, our Investment Proposition provides a straightforward solution.

For further information about our Investment Proposition, or to request one of our free financial reviews, contact a team member at Prosser Knowles Associates Limited.

This information about our Investment Proposition is also available as a downloadable brochure.

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

The 2020/21 end of the tax year guide

The current tax year will end on 5 April 2020, a date when many allowances and tax breaks will reset. In some...

Why your business owner clients need a shareholders’ agreement

When clients set up a company with family or friends, it’s easy to assume that nothing will go wrong. Since th...

5 easy ways you can be more focused and productive in lockdown

Long winter nights and emotional burnout from the psychological effects of the lockdown mean it’s easy to let...

How has ESG investing coped during the pandemic?

In recent years, environmental issues have dominated headlines as high-profile figures such as David Attenboro...

3 ways that getting financial advice can actually support your mental health

If you have been struggling with your mental health recently, you aren’t alone. According to a study by insura...

Quarter 1 (2021) investment market update

Quarter 1 (2021) investment market update video provided by Jason Broomer, Head of Investment, from Square Mil...

Market & Portfolio Update – Quarter to 31/12/2020

The arrival of a vaccine causes markets to leap The arrival of a vaccine has set a timeline for the pandemic...

Why a financial adviser should be a client’s second port of call when they divorce

Making the decision to end a marriage is a life-changing one and can have serious consequences. However, in th...

5 great ways to boost your mood as the days grow shorter

Winter can be one of the most difficult times of the year for mental health, with dreary weather and long hour...

How the trend of boomerang kids may mean you need to reassess your retirement plans

The trend of ‘boomerang kids’, adult children who move back in with their parents, is on the increase. A recen...

How you can avoid running out of money in retirement

One of the most common questions our clients ask us is: “What are the chances of me running out of money in re...

Inheritance Tax and gifting guide

If your estate could be liable for Inheritance Tax (IHT), gifting is one solution for passing on wealth while...

How potential Capital Gains Tax changes could affect your clients

In the past few months, the Treasury has been under increased strain to mitigate the impact of the coronavirus...

How to protect your business against the death of an owner

A question we often ask our business owner clients is: what would happen to your business if one of the owners...

The 10 best grown-up advent calendars this Christmas

For many people, Christmas truly begins when they open the first door of their advent calendar. With December...