Financial planning explained
Financial planning will help you grow, protect and maintain your wealth, so that you can achieve peace of mind and a good quality of life.
Financial planning is about more than just reviewing your pension provision, or setting up an investment portfolio – although it may include those things.
At Prosser Knowles, your long-term financial success is just as much our focus as your immediate concerns and challenges. Understanding you and what you want your future to look like helps us to find the solutions that work for you on every level and allows you to move ahead with your life, secure in the knowledge that someone is taking care of your future.
How we help
Financial security is important whatever stage of life you are at. From your first steps onto the housing ladder, to retirement and later life planning, we’ll deliver peace of mind and a plan for the future at every step.
Understand what you need to do to grow your wealth and maximise all investment and tax efficiency opportunities.
Create a comprehensive, tax-efficient plan for the future that combines all your business and personal financial goals.
Senior executives & professionals
Build, maintain and preserve your wealth with made-to-measure support from highly qualified financial planning professionals.
People planning retirement
Ensure your finances will support you in retirement. And make a plan to achieve your retirement ambitions.
People already retired
Gain peace of mind that your finances can support your needs and enjoy retirement without the money worries.
People looking for a mortgage
Make sense of your options and secure your dream property. We’ll help you access and select the right solution for you.
Find out how we can help you to help your clients, with our joined-up approach to clients’ legal and financial challenges.