Business owners
Create a strategy to maximise your wealth and ensure your personal and business finances are working together in unison.
Running a business means you’ll already have a head full of figures. But how much thought do you give your own financial plans? Are you sure you have everything in place to deliver the future you want for yourself?
Our team of experienced planners will help you take a step back, analyse where you’re going, where you want to be and how you’re going to get there. We’ll survey your current arrangements and help you identify what might need to change for you to achieve the lifestyle you want for yourself and your loved ones.
We know that as a business owner, your business and your personal plans need to work in harmony, which is why we offer a wide scope of business and personal financial planning services.
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Business and personal protection
Build a strategy to protect your business, your wealth and those you love against changes to the business environment and your ability to earn.
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Exit strategy
Alongside your other professional advisers, we’ll help to ensure you have enough money to lead a comfortable lifestyle after the sale of your business.
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Retirement planning
Plan for a successful transition to retirement, at the time of your choosing, with the confidence you have enough to enjoy your life.
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Tax planning
Take money from your business tax-efficiently and ensure more of your wealth goes on enjoying your life today, and saving for tomorrow.
Each step of the journey explained
Life doesn’t stand still for long, meaning your needs and goals will change over time. For that reason, we encourage our clients to see financial planning as a journey rather than a destination.
What our clients say
We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers and planners. Our advisers’ Top Rated status on VouchedFor is evidence of the high regard they’re held in by clients just like you. Click or tap on the VouchedFor logo to read in full some of the kind comments we’ve been proud to receive.
Contact us
The information on this website does not constitute advice or a recommendation for any product and you should not make any decisions on the basis of it.
Prosser Knowles Associates Ltd is Authorised & Regulated by The Financial Conduct Authority and is entered on the Financial Services Register under firm reference number 446589 http://www.fca.org.uk/register. Prosser Knowles Associates Ltd Registered Address: 4th Floor, Llanthony Warehouse, The Docks, Gloucester, Gloucestershire GL1 2EH. Registered in England & Wales, No. 04520041.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. The value of your investment can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate Taxation and Trusts. Your home may be repossessed if you do not keep up repayments on your mortgage.
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