About us
Prosser Knowles is one of Worcestershire’s most experienced financial planning & wealth management companies. Although our clients come from around the UK, they are, in the main, based in and around Gloucestershire, the Cotswolds, Worcestershire and the Midlands. If you want to plan for a financially secure and rewarding future, we are here to help.
Our history
Prosser Knowles was formed in 1987 by Ken Prosser and June Knowles, with them opening our first offices in December 1988 in Church Street, Kidderminster, where we stayed until 2017.
Since then our business has grown in strength and numbers and in 2012 we opened an office in Worcester and in 2015 we expanded further into Gloucestershire.
As part of our plan to continue to develop our regional presence in both Worcestershire and Gloucestershire, we relocated from our offices in Hartlebury and Worcester to larger, modern out of town offices in Droitwich Spa in 2022.
With better access, improved client facilities and offering a central base to continue to look after our Worcestershire based clients, our new offices in Droitwich Spa allow us to continue to increase our regional presence within Worcestershire and the surrounding areas in the years ahead.
Additionally, we continue to expand our Gloucestershire presence from our existing offices in Staunton, Gloucester. Since opening these offices we have built a significant regional presence, which continues to support our many clients within Gloucestershire and the surrounding areas. The expansion of our Gloucestershire presence will also support our plans currently in progress to establish a regional presence in Devon.
With further growth anticipated in the future, we very much look forward to continuing to reach more clients and positively impact an even greater number of people’s lives.
Meet our team
Come and meet our team and let us answer some of your questions.
Nicholas Aston
Managing Director & Chartered Financial Planner
Nick Broughton
Director & Chartered Financial Planner
Dale Gough
Director & Financial Planning Consultant
Leighton Parkes
Director & Financial Planning Consultant
Tracey Underwood
Non Executive Director
Paula Aston
Associate Director
Kay Holden
Associate Director
Stephen Ollis
Head of Compliance & Risk
Hollie Pearce
Head of Client Services
Philip Batson
Financial Planner
Alex Bengtsson
Financial Planner
Jonathan Bissett
Senior Associate
Vanessa Coates
Senior Associate
Laura Evans
Senior Associate
Matt Freemantle
Financial Planner
Goss Lumsden
Senior Associate
Daniel Morris
Senior Financial Planner
Andrew Prosser
Equity Release and Mortgage Specialist
Callum Pye
Senior Financial Planner
Rachel Robb
Mortgage & Protection Specialist
Ayman Abdullah
Paraplanner
Jenny Billingham
Client Operations Manager
Elly Bishop
Trainee Paraplanner
Ed Brecknell
Compliance Associate
Tracey Burford
Accounts Administrator
Lisa Checketts
Accounts Administrator
Millie Court
Client Services Team Member
Nicola Crannage
Client Services Team Member
Fizah Khan
Client Services Team Member
Jack La Fave
Paraplanner
Natalie Link
Client Services Team Member - Mortgage & Protection Support
Lauren Lumsden
Paraplanner